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 | $82,826 | $54,517+51.9% | $75,972+9.0% | $74,495+11.2% |
| Participation rate | 73.3% | 60.3%+13.0pp | 69.1%+4.3pp | 67.2%+6.1pp |
| Annual return | 12.35% | 31.82%-19.5pp | 359.55%-347.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,082 | $1,777+17.1% | $2,685-22.5% | $2,623-20.6% |
| Participant deferral / active EE | $3,217 | $3,066+4.9% | $4,255-24.4% | $4,346-26.0% |
| Admin fee / account holder | $5,145 | $2,229+130.9% | $6,467-20.4% | $1,942+165.0% |