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 | $81,782 | $105,181-22.2% | $159,436-48.7% | $85,850-4.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 29.45% | 45.07%-15.6pp | 263.57%-234.1pp | 318.53%-289.1pp |
| Employer contribution / active EE | $3,282 | $3,318-1.1% | $4,829-32.0% | $2,565+28.0% |
| Participant deferral / active EE | $6,947 | $5,945+16.9% | $7,352-5.5% | $3,952+75.8% |
| Admin fee / account holder | $2,902 | $6,933-58.1% | $10,799-73.1% | $6,260-53.6% |