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 | $65,484 | $57,281+14.3% | $86,612-24.4% | $75,163-12.9% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 15.35% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,219 | $2,314+39.1% | $3,022+6.5% | $2,670+20.6% |
| Participant deferral / active EE | $6,295 | $3,318+89.7% | $4,438+41.8% | $4,125+52.6% |
| Admin fee / account holder | $2,523 | $4,112-38.6% | $5,614-55.1% | $5,651-55.4% |