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 | $72,408 | $57,354+26.2% | $83,848-13.6% | $64,186+12.8% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | 11.24% | 11.38%-0.1pp | 850.88%-839.6pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,979 | $2,545-22.2% | $3,631-45.5% | $2,381-16.9% |
| Participant deferral / active EE | $2,914 | $2,993-2.7% | $4,082-28.6% | $3,470-16.0% |
| Admin fee / account holder | $17,005 | $4,046+320.3% | $5,478+210.4% | $4,888+247.9% |