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 | $76,745 | $58,208+31.8% | $81,812-6.2% | $80,856-5.1% |
| Participation rate | 91.7% | 63.4%+28.3pp | 72.3%+19.3pp | 67.6%+24.0pp |
| Annual return | 18.90% | 41.66%-22.8pp | 773.79%-754.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,945 | $2,340+25.9% | $2,912+1.1% | $2,755+6.9% |
| Participant deferral / active EE | $5,708 | $3,281+74.0% | $4,319+32.2% | $4,296+32.9% |
| Admin fee / account holder | $21,191 | $4,981+325.4% | $7,386+186.9% | $6,918+206.3% |