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 | $84,725 | $81,208+4.3% | $98,907-14.3% | $79,858+6.1% |
| Participation rate | 94.4% | 72.5%+21.9pp | 76.0%+18.4pp | 69.6%+24.8pp |
| Annual return | 15.86% | 60.99%-45.1pp | 196.43%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,407 | $1,960+22.8% | $2,689-10.5% | $2,471-2.6% |
| Participant deferral / active EE | $6,855 | $3,265+110.0% | $4,244+61.5% | $3,740+83.3% |
| Admin fee / account holder | $3,015 | $6,013-49.9% | $6,642-54.6% | $5,306-43.2% |