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 | $76,132 | $63,346+20.2% | $92,233-17.5% | $70,131+8.6% |
| Participation rate | 81.9% | 68.7%+13.3pp | 76.5%+5.5pp | 69.5%+12.4pp |
| Annual return | 14.01% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,362 | $2,471+117.0% | $3,679+45.7% | $2,342+128.9% |
| Participant deferral / active EE | $1,787 | $2,854-37.4% | $3,897-54.2% | $3,332-46.4% |
| Admin fee / account holder | $10,761 | $3,840+180.2% | $5,194+107.2% | $4,645+131.6% |