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 | $76,588 | $51,175+49.7% | $70,515+8.6% | $75,163+1.9% |
| Participation rate | 78.8% | 60.9%+17.9pp | 68.3%+10.4pp | 67.2%+11.6pp |
| Annual return | 18.91% | 30.02%-11.1pp | 32.77%-13.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,152 | $1,826+72.6% | $2,973+6.0% | $2,670+18.1% |
| Participant deferral / active EE | $5,676 | $2,849+99.2% | $4,567+24.3% | $4,125+37.6% |
| Admin fee / account holder | $1,507 | $4,091-63.2% | $6,412-76.5% | $5,651-73.3% |