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 | $82,595 | $58,208+41.9% | $81,812+1.0% | $80,856+2.1% |
| Participation rate | 84.0% | 63.4%+20.6pp | 72.3%+11.7pp | 67.6%+16.4pp |
| Annual return | 17.51% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,695 | $2,340-27.6% | $2,912-41.8% | $2,755-38.5% |
| Participant deferral / active EE | $7,653 | $3,281+133.3% | $4,319+77.2% | $4,296+78.2% |
| Admin fee / account holder | $7,360 | $4,981+47.7% | $7,386-0.4% | $6,918+6.4% |