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 | $71,252 | $68,547+3.9% | $120,354-40.8% | $80,856-11.9% |
| Participation rate | 92.6% | 61.6%+31.0pp | 71.9%+20.7pp | 67.6%+25.0pp |
| Annual return | 12.27% | 23.60%-11.3pp | 107.15%-94.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,408 | $2,051+17.4% | $3,463-30.4% | $2,755-12.6% |
| Participant deferral / active EE | $5,750 | $3,173+81.2% | $4,991+15.2% | $4,296+33.9% |
| Admin fee / account holder | $3,777 | $5,732-34.1% | $9,423-59.9% | $6,918-45.4% |