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 | $83,691 | $48,795+71.5% | $65,493+27.8% | $84,808-1.3% |
| Participation rate | 84.1% | 67.0%+17.1pp | 73.1%+11.0pp | 68.3%+15.7pp |
| Annual return | 17.19% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,291 | $1,930+18.7% | $2,574-11.0% | $2,631-12.9% |
| Participant deferral / active EE | $6,220 | $2,928+112.4% | $3,961+57.0% | $4,212+47.7% |
| Admin fee / account holder | $17,668 | $3,877+355.7% | $5,028+251.4% | $7,344+140.6% |