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 | $74,655 | $65,561+13.9% | $86,188-13.4% | $75,163-0.7% |
| Participation rate | 82.5% | 60.5%+22.0pp | 69.0%+13.5pp | 67.2%+15.3pp |
| Annual return | 18.77% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,215 | $1,553-21.7% | $2,380-49.0% | $2,670-54.5% |
| Participant deferral / active EE | $2,927 | $3,024-3.2% | $3,985-26.6% | $4,125-29.0% |
| Admin fee / account holder | $2,510 | $5,474-54.1% | $6,852-63.4% | $5,651-55.6% |