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 | $86,171 | $77,899+10.6% | $149,673-42.4% | $75,163+14.6% |
| Participation rate | 87.9% | 65.6%+22.3pp | 78.8%+9.1pp | 67.2%+20.7pp |
| Annual return | 16.83% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $6,067 | $3,137+93.4% | $4,818+25.9% | $2,670+127.2% |
| Participant deferral / active EE | $7,107 | $3,411+108.3% | $5,680+25.1% | $4,125+72.3% |
| Admin fee / account holder | $4,154 | $5,956-30.3% | $13,210-68.6% | $5,651-26.5% |