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 | $94,022 | $65,041+44.6% | $90,951+3.4% | $79,858+17.7% |
| Participation rate | 78.7% | 61.6%+17.1pp | 69.0%+9.7pp | 69.6%+9.1pp |
| Annual return | 17.20% | 30.45%-13.2pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,156 | $1,247+72.8% | $2,122+1.6% | $2,471-12.8% |
| Participant deferral / active EE | $5,119 | $2,512+103.8% | $3,373+51.8% | $3,740+36.9% |
| Admin fee / account holder | $2,224 | $4,536-51.0% | $5,959-62.7% | $5,306-58.1% |