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 | $73,308 | $52,279+40.2% | $89,391-18.0% | $79,858-8.2% |
| Participation rate | 88.0% | 57.5%+30.5pp | 68.0%+20.0pp | 69.6%+18.4pp |
| Annual return | 16.91% | 22.16%-5.2pp | 245.62%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,005 | $1,572+27.6% | $2,586-22.4% | $2,471-18.8% |
| Participant deferral / active EE | $4,468 | $2,740+63.1% | $3,890+14.9% | $3,740+19.5% |
| Admin fee / account holder | $643 | $3,356-80.8% | $4,881-86.8% | $5,306-87.9% |