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 | $76,381 | $58,208+31.2% | $81,812-6.6% | $80,856-5.5% |
| Participation rate | 78.4% | 63.4%+15.0pp | 72.3%+6.0pp | 67.6%+10.7pp |
| Annual return | 12.71% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,362 | $2,340+43.7% | $2,912+15.4% | $2,755+22.0% |
| Participant deferral / active EE | $9,533 | $3,281+190.6% | $4,319+120.8% | $4,296+121.9% |
| Admin fee / account holder | $12,289 | $4,981+146.7% | $7,386+66.4% | $6,918+77.6% |