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 | $69,768 | $48,795+43.0% | $65,493+6.5% | $84,808-17.7% |
| Participation rate | 90.2% | 67.0%+23.2pp | 73.1%+17.1pp | 68.3%+21.9pp |
| Annual return | 12.47% | 20.20%-7.7pp | 982.45%-970.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,667 | $1,930+38.2% | $2,574+3.6% | $2,631+1.4% |
| Participant deferral / active EE | $5,213 | $2,928+78.0% | $3,961+31.6% | $4,212+23.8% |
| Admin fee / account holder | $6,520 | $3,877+68.2% | $5,028+29.7% | $7,344-11.2% |