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 | $80,329 | $51,638+55.6% | $68,368+17.5% | $82,448-2.6% |
| Participation rate | 76.9% | 63.6%+13.3pp | 73.8%+3.2pp | 68.1%+8.9pp |
| Annual return | 16.47% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,085 | $2,047+99.6% | $2,649+54.2% | $2,551+60.2% |
| Participant deferral / active EE | $1,270 | $2,914-56.4% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $1,728 | $4,643-62.8% | $5,150-66.4% | $7,234-76.1% |