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 | $82,478 | $65,041+26.8% | $90,951-9.3% | $79,858+3.3% |
| Participation rate | 86.3% | 61.6%+24.7pp | 69.0%+17.3pp | 69.6%+16.6pp |
| Annual return | 10.51% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,997 | $1,247+60.1% | $2,122-5.9% | $2,471-19.2% |
| Participant deferral / active EE | $4,783 | $2,512+90.4% | $3,373+41.8% | $3,740+27.9% |
| Admin fee / account holder | $4,092 | $4,536-9.8% | $5,959-31.3% | $5,306-22.9% |