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 | $92,276 | $72,071+28.0% | $68,368+35.0% | $137,256-32.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,296 | $2,788+18.2% | $2,649+24.4% | $4,156-20.7% |
| Participant deferral / active EE | $8,679 | $4,410+96.8% | $4,123+110.5% | $6,407+35.5% |
| Admin fee / account holder | $2,404 | $5,336-54.9% | $5,150-53.3% | $12,270-80.4% |