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 | $89,392 | $51,638+73.1% | $68,368+30.8% | $82,448+8.4% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.7pp | 68.1%+6.4pp |
| Annual return | 22.52% | 37.53%-15.0pp | 292.57%-270.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,020 | $2,047-1.3% | $2,649-23.8% | $2,551-20.8% |
| Participant deferral / active EE | $4,546 | $2,914+56.0% | $4,123+10.3% | $4,139+9.8% |
| Admin fee / account holder | $2,001 | $4,643-56.9% | $5,150-61.1% | $7,234-72.3% |