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 | $103,752 | $88,083+17.8% | $164,813-37.0% | $74,495+39.3% |
| Participation rate | 80.4% | 73.0%+7.3pp | 78.6%+1.8pp | 67.2%+13.2pp |
| Annual return | 13.67% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,887 | $2,593-27.2% | $4,341-56.5% | $2,623-28.1% |
| Participant deferral / active EE | $6,433 | $4,498+43.0% | $6,031+6.7% | $4,346+48.0% |
| Admin fee / account holder | $6,916 | $2,234+209.6% | $12,690-45.5% | $1,942+256.2% |