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 | $70,239 | $85,202-17.6% | $172,739-59.3% | $72,985-3.8% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.6%+11.6pp | 69.5%+24.8pp |
| Annual return | 18.91% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $7,265 | $3,324+118.5% | $5,143+41.3% | $2,440+197.8% |
| Participant deferral / active EE | $5,245 | $3,260+60.9% | $5,198+0.9% | $3,607+45.4% |
| Admin fee / account holder | $8,887 | $5,884+51.0% | $13,954-36.3% | $5,124+73.4% |