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 | $82,286 | $85,202-3.4% | $172,739-52.4% | $72,985+12.7% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.7pp |
| Annual return | 20.44% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,513 | $3,324+5.7% | $5,143-31.7% | $2,440+44.0% |
| Participant deferral / active EE | $3,950 | $3,260+21.1% | $5,198-24.0% | $3,607+9.5% |
| Admin fee / account holder | $12,574 | $5,884+113.7% | $13,954-9.9% | $5,124+145.4% |