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 | $64,998 | $53,822+20.8% | $75,696-14.1% | $85,850-24.3% |
| Participation rate | 92.3% | 69.1%+23.2pp | 74.8%+17.5pp | 69.3%+23.0pp |
| Annual return | 15.39% | 24.54%-9.2pp | 104.53%-89.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,668 | $2,017+81.9% | $2,743+33.7% | $2,565+43.0% |
| Participant deferral / active EE | $2,385 | $2,895-17.6% | $3,821-37.6% | $3,952-39.6% |
| Admin fee / account holder | $3,536 | $3,343+5.8% | $3,619-2.3% | $6,260-43.5% |