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 | $69,853 | $53,516+30.5% | $126,539-44.8% | $84,808-17.6% |
| Participation rate | 84.7% | 58.2%+26.5pp | 69.8%+14.9pp | 68.3%+16.4pp |
| Annual return | 17.32% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,497 | $1,535-2.5% | $3,674-59.3% | $2,631-43.1% |
| Participant deferral / active EE | $3,606 | $2,671+35.0% | $4,083-11.7% | $4,212-14.4% |
| Admin fee / account holder | $5,801 | $4,497+29.0% | $6,065-4.3% | $7,344-21.0% |