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 | $65,047 | $93,373-30.3% | $152,466-57.3% | $85,850-24.2% |
| Participation rate | 73.3% | 70.1%+3.2pp | 78.2%-4.9pp | 69.3%+4.0pp |
| Annual return | 16.65% | 21.84%-5.2pp | 757.33%-740.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,258 | $2,996-24.6% | $4,327-47.8% | $2,565-12.0% |
| Participant deferral / active EE | $4,817 | $4,550+5.8% | $5,820-17.2% | $3,952+21.9% |
| Admin fee / account holder | $1,233 | $13,853-91.1% | $15,805-92.2% | $6,260-80.3% |