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 | $63,859 | $51,638+23.7% | $68,368-6.6% | $82,448-22.5% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+18.9pp | 68.1%+24.6pp |
| Annual return | 25.92% | 37.53%-11.6pp | 292.57%-266.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $2,248 | $2,047+9.9% | $2,649-15.1% | $2,551-11.9% |
| Participant deferral / active EE | $3,740 | $2,914+28.4% | $4,123-9.3% | $4,139-9.6% |
| Admin fee / account holder | $15,010 | $4,643+223.3% | $5,150+191.5% | $7,234+107.5% |