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 | $83,796 | $85,766-2.3% | $136,294-38.5% | $70,131+19.5% |
| Participation rate | 81.6% | 74.2%+7.4pp | 81.9%-0.3pp | 69.5%+12.0pp |
| Annual return | 19.70% | 31.45%-11.8pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,929 | $2,966+32.5% | $4,695-16.3% | $2,342+67.7% |
| Participant deferral / active EE | $9,408 | $5,051+86.2% | $6,247+50.6% | $3,332+182.4% |
| Admin fee / account holder | $2,263 | $5,420-58.2% | $9,243-75.5% | $4,645-51.3% |