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 | $71,639 | $56,053+27.8% | $75,972-5.7% | $80,856-11.4% |
| Participation rate | 87.9% | 62.0%+25.9pp | 69.1%+18.9pp | 67.6%+20.3pp |
| Annual return | 25.59% | 20.53%+5.1pp | 359.55%-334.0pp | 35.59%-10.0pp |
| Employer contribution / active EE | $1,245 | $1,874-33.6% | $2,685-53.6% | $2,755-54.8% |
| Participant deferral / active EE | $4,194 | $3,052+37.4% | $4,255-1.4% | $4,296-2.4% |
| Admin fee / account holder | $2,427 | $5,234-53.6% | $6,467-62.5% | $6,918-64.9% |