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 6-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 | $60,934 | $53,516+13.9% | $126,539-51.8% | $84,808-28.2% |
| Participation rate | 71.2% | 58.2%+13.0pp | 69.8%+1.4pp | 68.3%+2.9pp |
| Annual return | 14.81% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,835 | $1,535+19.6% | $3,674-50.1% | $2,631-30.2% |
| Participant deferral / active EE | $3,434 | $2,671+28.6% | $4,083-15.9% | $4,212-18.5% |
| Admin fee / account holder | $2,440 | $4,497-45.7% | $6,065-59.8% | $7,344-66.8% |