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 | $80,118 | $69,477+15.3% | $94,646-15.3% | $71,457+12.1% |
| Participation rate | 86.8% | 78.4%+8.3pp | 80.8%+5.9pp | 67.9%+18.9pp |
| Annual return | 19.98% | 29.66%-9.7pp | 156.71%-136.7pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,645 | $2,853-7.3% | $3,672-28.0% | $2,588+2.2% |
| Participant deferral / active EE | $6,091 | $7,345-17.1% | $7,418-17.9% | $4,289+42.0% |
| Admin fee / account holder | $8,025 | $1,210+563.4% | $7,231+11.0% | $1,587+405.6% |