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 | $77,205 | $48,795+58.2% | $65,493+17.9% | $84,808-9.0% |
| Participation rate | 73.6% | 67.0%+6.6pp | 73.1%+0.5pp | 68.3%+5.3pp |
| Annual return | 18.40% | 20.20%-1.8pp | 982.45%-964.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,168 | $1,930+64.2% | $2,574+23.1% | $2,631+20.4% |
| Participant deferral / active EE | $5,271 | $2,928+80.0% | $3,961+33.1% | $4,212+25.2% |
| Admin fee / account holder | $17,138 | $3,877+342.0% | $5,028+240.8% | $7,344+133.4% |