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 | $81,253 | $56,053+45.0% | $75,972+7.0% | $80,856+0.5% |
| Participation rate | 70.4% | 62.0%+8.3pp | 69.1%+1.3pp | 67.6%+2.7pp |
| Annual return | 11.69% | 20.53%-8.8pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,070 | $1,874-42.9% | $2,685-60.1% | $2,755-61.2% |
| Participant deferral / active EE | $3,360 | $3,052+10.1% | $4,255-21.0% | $4,296-21.8% |
| Admin fee / account holder | $11,603 | $5,234+121.7% | $6,467+79.4% | $6,918+67.7% |