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 | $66,053 | $46,553+41.9% | $64,056+3.1% | $75,163-12.1% |
| Participation rate | 96.5% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 21.36% | 26.03%-4.7pp | 33.69%-12.3pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,972 | $1,974+50.6% | $2,747+8.2% | $2,670+11.3% |
| Participant deferral / active EE | $7,706 | $2,837+171.7% | $3,880+98.6% | $4,125+86.8% |
| Admin fee / account holder | $1,020 | $2,952-65.5% | $3,068-66.8% | $5,651-82.0% |