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 | $71,484 | $51,638+38.4% | $68,368+4.6% | $82,448-13.3% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 15.49% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,091 | $2,047-46.7% | $2,649-58.8% | $2,551-57.2% |
| Participant deferral / active EE | $3,754 | $2,914+28.9% | $4,123-8.9% | $4,139-9.3% |
| Admin fee / account holder | $33,407 | $4,643+619.4% | $5,150+548.7% | $7,234+361.8% |