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 | $86,998 | $102,317-15.0% | $146,958-40.8% | $80,856+7.6% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 14.25% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,865 | $3,713+4.1% | $4,933-21.7% | $2,755+40.3% |
| Participant deferral / active EE | $6,602 | $6,644-0.6% | $8,070-18.2% | $4,296+53.7% |
| Admin fee / account holder | $9,721 | $7,941+22.4% | $12,998-25.2% | $6,918+40.5% |