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 | $75,698 | $53,516+41.4% | $126,539-40.2% | $84,808-10.7% |
| Participation rate | 98.6% | 58.2%+40.4pp | 69.8%+28.8pp | 68.3%+30.3pp |
| Annual return | 15.42% | 58.34%-42.9pp | 425.95%-410.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,557 | $1,535+66.6% | $3,674-30.4% | $2,631-2.8% |
| Participant deferral / active EE | $3,657 | $2,671+36.9% | $4,083-10.4% | $4,212-13.2% |
| Admin fee / account holder | $2,724 | $4,497-39.4% | $6,065-55.1% | $7,344-62.9% |