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 | $77,262 | $56,053+37.8% | $75,972+1.7% | $80,856-4.4% |
| Participation rate | 98.2% | 62.0%+36.1pp | 69.1%+29.1pp | 67.6%+30.5pp |
| Annual return | 12.54% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,944 | $1,874+217.2% | $2,685+121.4% | $2,755+115.8% |
| Participant deferral / active EE | $10,871 | $3,052+256.2% | $4,255+155.5% | $4,296+153.1% |
| Admin fee / account holder | $6,588 | $5,234+25.9% | $6,467+1.9% | $6,918-4.8% |