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 | $65,262 | $53,127+22.8% | $86,590-24.6% | $70,131-6.9% |
| Participation rate | 72.7% | 65.3%+7.4pp | 73.5%-0.8pp | 69.5%+3.2pp |
| Annual return | 13.99% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,345 | $2,068+61.7% | $2,839+17.8% | $2,342+42.8% |
| Participant deferral / active EE | $3,501 | $2,696+29.9% | $3,609-3.0% | $3,332+5.1% |
| Admin fee / account holder | $21,589 | $3,585+502.1% | $4,906+340.1% | $4,645+364.7% |