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 | $73,843 | $65,409+12.9% | $98,442-25.0% | $85,850-14.0% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.5pp | 69.3%+13.5pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,442 | $2,168-33.5% | $2,960-51.3% | $2,565-43.8% |
| Participant deferral / active EE | $2,002 | $3,166-36.8% | $4,276-53.2% | $3,952-49.3% |
| Admin fee / account holder | $3,582 | $4,593-22.0% | $5,949-39.8% | $6,260-42.8% |