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 | $91,677 | $70,428+30.2% | $96,562-5.1% | $85,850+6.8% |
| Participation rate | 76.5% | 61.8%+14.7pp | 69.8%+6.7pp | 69.3%+7.2pp |
| Annual return | 13.35% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,696 | $1,413+20.0% | $2,356-28.0% | $2,565-33.9% |
| Participant deferral / active EE | $3,043 | $2,894+5.2% | $3,849-20.9% | $3,952-23.0% |
| Admin fee / account holder | $13,041 | $4,997+161.0% | $6,181+111.0% | $6,260+108.3% |