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 | $57,758 | $65,041-11.2% | $90,951-36.5% | $79,858-27.7% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 63.10% | 30.45%+32.6pp | 134.60%-71.5pp | 31.71%+31.4pp |
| Employer contribution / active EE | $1,635 | $1,247+31.1% | $2,122-23.0% | $2,471-33.8% |
| Participant deferral / active EE | $3,528 | $2,512+40.4% | $3,373+4.6% | $3,740-5.7% |
| Admin fee / account holder | $4,397 | $4,536-3.1% | $5,959-26.2% | $5,306-17.1% |