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 | $95,949 | $58,208+64.8% | $81,812+17.3% | $80,856+18.7% |
| Participation rate | 71.6% | 63.4%+8.2pp | 72.3%-0.7pp | 67.6%+4.0pp |
| Annual return | 14.39% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,973 | $2,340+27.1% | $2,912+2.1% | $2,755+7.9% |
| Participant deferral / active EE | $4,851 | $3,281+47.9% | $4,319+12.3% | $4,296+12.9% |
| Admin fee / account holder | $27,538 | $4,981+452.8% | $7,386+272.8% | $6,918+298.1% |