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 | $82,168 | $76,670+7.2% | $96,683-15.0% | $71,457+15.0% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 17.50% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $5,117 | $3,031+68.8% | $3,737+36.9% | $2,588+97.8% |
| Participant deferral / active EE | $3,799 | $3,771+0.7% | $4,878-22.1% | $4,289-11.4% |
| Admin fee / account holder | $3,647 | $2,028+79.8% | $6,730-45.8% | $1,587+129.7% |