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 | $68,884 | $51,638+33.4% | $68,368+0.8% | $82,448-16.5% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.4pp |
| Annual return | 19.49% | 37.53%-18.0pp | 292.57%-273.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $4,419 | $2,047+115.9% | $2,649+66.8% | $2,551+73.2% |
| Participant deferral / active EE | $8,800 | $2,914+202.1% | $4,123+113.5% | $4,139+112.6% |
| Admin fee / account holder | $4,525 | $4,643-2.5% | $5,150-12.1% | $7,234-37.4% |