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 | $79,088 | $56,114+40.9% | $96,139-17.7% | $85,850-7.9% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.1pp | 69.3%+23.3pp |
| Annual return | 19.62% | 42.30%-22.7pp | 191.94%-172.3pp | 318.53%-298.9pp |
| Employer contribution / active EE | $3,329 | $1,620+105.5% | $2,797+19.0% | $2,565+29.8% |
| Participant deferral / active EE | $3,452 | $2,859+20.7% | $4,349-20.6% | $3,952-12.6% |
| Admin fee / account holder | $3,289 | $3,768-12.7% | $5,537-40.6% | $6,260-47.5% |