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 | $88,322 | $65,041+35.8% | $90,951-2.9% | $79,858+10.6% |
| Participation rate | 93.6% | 61.6%+32.0pp | 69.0%+24.6pp | 69.6%+24.0pp |
| Annual return | 14.76% | 30.45%-15.7pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,772 | $1,247+42.1% | $2,122-16.5% | $2,471-28.3% |
| Participant deferral / active EE | $3,181 | $2,512+26.6% | $3,373-5.7% | $3,740-14.9% |
| Admin fee / account holder | $9,442 | $4,536+108.1% | $5,959+58.5% | $5,306+77.9% |