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 | $81,523 | $52,279+55.9% | $89,391-8.8% | $79,858+2.1% |
| Participation rate | 90.6% | 57.5%+33.0pp | 68.0%+22.6pp | 69.6%+20.9pp |
| Annual return | 12.97% | 22.16%-9.2pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,527 | $1,572+188.1% | $2,586+75.1% | $2,471+83.2% |
| Participant deferral / active EE | $2,014 | $2,740-26.5% | $3,890-48.2% | $3,740-46.2% |
| Admin fee / account holder | $17,237 | $3,356+413.6% | $4,881+253.1% | $5,306+224.8% |