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 | $85,905 | $58,208+47.6% | $81,812+5.0% | $80,856+6.2% |
| Participation rate | 84.3% | 63.4%+20.9pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 18.90% | 41.66%-22.8pp | 773.79%-754.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,369 | $2,340-41.5% | $2,912-53.0% | $2,755-50.3% |
| Participant deferral / active EE | $3,975 | $3,281+21.1% | $4,319-8.0% | $4,296-7.5% |
| Admin fee / account holder | $2,873 | $4,981-42.3% | $7,386-61.1% | $6,918-58.5% |