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 | $73,937 | $58,208+27.0% | $81,812-9.6% | $80,856-8.6% |
| Participation rate | 90.8% | 63.4%+27.4pp | 72.3%+18.4pp | 67.6%+23.1pp |
| Annual return | 12.59% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,423 | $2,340+46.3% | $2,912+17.5% | $2,755+24.2% |
| Participant deferral / active EE | $5,748 | $3,281+75.2% | $4,319+33.1% | $4,296+33.8% |
| Admin fee / account holder | $8,892 | $4,981+78.5% | $7,386+20.4% | $6,918+28.5% |