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 | $67,101 | $48,364+38.7% | $71,796-6.5% | $62,891+6.7% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 8.58% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,290 | $1,042+119.8% | $1,924+19.0% | $2,281+0.4% |
| Participant deferral / active EE | $4,119 | $2,091+97.0% | $2,794+47.4% | $3,203+28.6% |
| Admin fee / account holder | $5,159 | $3,771+36.8% | $4,815+7.1% | $4,296+20.1% |