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 4-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 | $72,098 | $72,0710% | $68,368+5.5% | $137,256-47.5% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 18.99% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,411 | $2,788-13.5% | $2,649-9.0% | $4,156-42.0% |
| Participant deferral / active EE | $5,293 | $4,410+20.0% | $4,123+28.4% | $6,407-17.4% |
| Admin fee / account holder | $1,817 | $5,336-65.9% | $5,150-64.7% | $12,270-85.2% |