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 | $81,383 | $51,638+57.6% | $68,368+19.0% | $82,448-1.3% |
| Participation rate | 92.7% | 63.6%+29.1pp | 73.8%+19.0pp | 68.1%+24.7pp |
| Annual return | 16.76% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,793 | $2,047+36.5% | $2,649+5.5% | $2,551+9.5% |
| Participant deferral / active EE | $4,994 | $2,914+71.4% | $4,123+21.1% | $4,139+20.6% |
| Admin fee / account holder | $2,705 | $4,643-41.7% | $5,150-47.5% | $7,234-62.6% |