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 | $76,431 | $69,207+10.4% | $64,056+19.3% | $139,434-45.2% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.3%+18.2pp | 80.3%+10.2pp |
| Annual return | 21.93% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $8,178 | $3,182+157.0% | $2,747+197.7% | $4,751+72.1% |
| Participant deferral / active EE | $13,010 | $4,682+177.9% | $3,880+235.3% | $6,710+93.9% |
| Admin fee / account holder | $2,682 | $4,244-36.8% | $3,068-12.6% | $11,403-76.5% |