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 | $72,977 | $77,634-6.0% | $156,549-53.4% | $62,891+16.0% |
| Participation rate | 85.5% | 71.2%+14.3pp | 84.0%+1.5pp | 69.3%+16.2pp |
| Annual return | 6.87% | 50.32%-43.4pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,758 | $3,444+67.2% | $5,501+4.7% | $2,281+152.4% |
| Participant deferral / active EE | $12,833 | $3,045+321.4% | $4,871+163.5% | $3,203+300.7% |
| Admin fee / account holder | $21,643 | $5,561+289.2% | $13,027+66.1% | $4,296+403.8% |