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 | $65,714 | $54,705+20.1% | $71,209-7.7% | $84,808-22.5% |
| Participation rate | 76.5% | 64.1%+12.5pp | 73.8%+2.8pp | 68.3%+8.2pp |
| Annual return | 15.49% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,468 | $2,158-32.0% | $2,721-46.0% | $2,631-44.2% |
| Participant deferral / active EE | $5,732 | $3,030+89.1% | $4,175+37.3% | $4,212+36.1% |
| Admin fee / account holder | $3,633 | $4,863-25.3% | $5,349-32.1% | $7,344-50.5% |