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 | $67,474 | $56,053+20.4% | $75,972-11.2% | $80,856-16.6% |
| Participation rate | 73.7% | 62.0%+11.7pp | 69.1%+4.6pp | 67.6%+6.0pp |
| Annual return | 12.64% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,451 | $1,874+30.8% | $2,685-8.7% | $2,755-11.0% |
| Participant deferral / active EE | $4,331 | $3,052+41.9% | $4,255+1.8% | $4,296+0.8% |
| Admin fee / account holder | $21,834 | $5,234+317.2% | $6,467+237.6% | $6,918+215.6% |