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 | $87,610 | $63,346+38.3% | $92,233-5.0% | $70,131+24.9% |
| Participation rate | 73.2% | 68.7%+4.5pp | 76.5%-3.3pp | 69.5%+3.6pp |
| Annual return | 13.09% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,299 | $2,471-47.4% | $3,679-64.7% | $2,342-44.5% |
| Participant deferral / active EE | $2,231 | $2,854-21.8% | $3,897-42.7% | $3,332-33.0% |
| Admin fee / account holder | $3,325 | $3,840-13.4% | $5,194-36.0% | $4,645-28.4% |