See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,362 | $56,053+22.0% | $75,972-10.0% | $80,856-15.5% |
| Participation rate | 93.4% | 62.0%+31.4pp | 69.1%+24.4pp | 67.6%+25.8pp |
| Annual return | 13.29% | 20.53%-7.2pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,510 | $1,874-19.5% | $2,685-43.8% | $2,755-45.2% |
| Participant deferral / active EE | $5,308 | $3,052+73.9% | $4,255+24.7% | $4,296+23.6% |
| Admin fee / account holder | $2,068 | $5,234-60.5% | $6,467-68.0% | $6,918-70.1% |