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 | $78,514 | $77,634+1.1% | $156,549-49.8% | $62,891+24.8% |
| Participation rate | 87.7% | 71.2%+16.5pp | 84.0%+3.7pp | 69.3%+18.4pp |
| Annual return | 4.63% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $5,085 | $3,444+47.7% | $5,501-7.6% | $2,281+123.0% |
| Participant deferral / active EE | $1,210 | $3,045-60.3% | $4,871-75.2% | $3,203-62.2% |
| Admin fee / account holder | $13,332 | $5,561+139.7% | $13,027+2.3% | $4,296+210.4% |