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 | $64,981 | $52,279+24.3% | $89,391-27.3% | $79,858-18.6% |
| Participation rate | 97.1% | 57.5%+39.6pp | 68.0%+29.2pp | 69.6%+27.5pp |
| Annual return | 20.61% | 22.16%-1.6pp | 245.62%-225.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $4,056 | $1,572+158.1% | $2,586+56.9% | $2,471+64.2% |
| Participant deferral / active EE | $5,286 | $2,740+92.9% | $3,890+35.9% | $3,740+41.3% |
| Admin fee / account holder | $1,632 | $3,356-51.4% | $4,881-66.6% | $5,306-69.2% |