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 | $63,766 | $51,638+23.5% | $68,368-6.7% | $82,448-22.7% |
| Participation rate | 73.9% | 63.6%+10.3pp | 73.8%+0.1pp | 68.1%+5.8pp |
| Annual return | 13.80% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,877 | $2,047+40.6% | $2,649+8.6% | $2,551+12.8% |
| Participant deferral / active EE | $4,136 | $2,914+42.0% | $4,123+0.3% | $4,139-0.1% |
| Admin fee / account holder | $7,641 | $4,643+64.5% | $5,150+48.4% | $7,234+5.6% |