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 | $73,880 | $91,538-19.3% | $129,995-43.2% | $75,163-1.7% |
| Participation rate | 88.6% | 71.4%+17.1pp | 78.5%+10.1pp | 67.2%+21.4pp |
| Annual return | 20.51% | -631.11%+651.6pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,477 | $2,845+57.3% | $4,320+3.6% | $2,670+67.7% |
| Participant deferral / active EE | $8,837 | $4,341+103.6% | $5,820+51.8% | $4,125+114.2% |
| Admin fee / account holder | $8,842 | $6,790+30.2% | $10,614-16.7% | $5,651+56.5% |