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 | $67,600 | $54,705+23.6% | $71,209-5.1% | $84,808-20.3% |
| Participation rate | 87.0% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.7pp |
| Annual return | 15.31% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,004 | $2,158+39.2% | $2,721+10.4% | $2,631+14.2% |
| Participant deferral / active EE | $4,689 | $3,030+54.7% | $4,175+12.3% | $4,212+11.3% |
| Admin fee / account holder | $393 | $4,863-91.9% | $5,349-92.7% | $7,344-94.6% |