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 | $87,417 | $78,705+11.1% | $117,854-25.8% | $70,131+24.6% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 15.62% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,929 | $2,223-13.3% | $3,786-49.1% | $2,342-17.7% |
| Participant deferral / active EE | $2,603 | $3,297-21.1% | $4,482-41.9% | $3,332-21.9% |
| Admin fee / account holder | $3,030 | $5,065-40.2% | $8,020-62.2% | $4,645-34.8% |