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 | $113,446 | $85,202+33.1% | $172,739-34.3% | $72,985+55.4% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.6%+2.6pp | 69.5%+15.8pp |
| Annual return | 18.89% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,018 | $3,324-39.3% | $5,143-60.8% | $2,440-17.3% |
| Participant deferral / active EE | $5,887 | $3,260+80.6% | $5,198+13.3% | $3,607+63.2% |
| Admin fee / account holder | $2,954 | $5,884-49.8% | $13,954-78.8% | $5,124-42.3% |