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 | $69,296 | $48,230+43.7% | $67,502+2.7% | $80,856-14.3% |
| Participation rate | 78.0% | 66.4%+11.6pp | 72.9%+5.1pp | 67.6%+10.4pp |
| Annual return | 15.37% | 18.28%-2.9pp | 3512.12%-3496.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,214 | $2,020+59.1% | $2,731+17.7% | $2,755+16.7% |
| Participant deferral / active EE | $2,413 | $2,924-17.5% | $4,000-39.7% | $4,296-43.8% |
| Admin fee / account holder | $6,274 | $3,681+70.4% | $3,998+56.9% | $6,918-9.3% |