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 | $79,805 | $58,208+37.1% | $81,812-2.5% | $80,856-1.3% |
| Participation rate | 77.5% | 63.4%+14.1pp | 72.3%+5.2pp | 67.6%+9.9pp |
| Annual return | 18.21% | 41.66%-23.4pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,944 | $2,340+25.8% | $2,912+1.1% | $2,755+6.9% |
| Participant deferral / active EE | $5,663 | $3,281+72.6% | $4,319+31.1% | $4,296+31.8% |
| Admin fee / account holder | $5,155 | $4,981+3.5% | $7,386-30.2% | $6,918-25.5% |