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 | $82,656 | $95,561-13.5% | $77,163+7.1% | $139,434-40.7% |
| Participation rate | 92.9% | 73.9%+18.9pp | 69.6%+23.3pp | 80.3%+12.5pp |
| Annual return | 14.41% | 54.92%-40.5pp | 37.87%-23.5pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,377 | $3,147+39.1% | $2,535+72.7% | $4,751-7.9% |
| Participant deferral / active EE | $1,472 | $4,624-68.2% | $3,833-61.6% | $6,710-78.1% |
| Admin fee / account holder | $11,189 | $8,295+34.9% | $5,472+104.5% | $11,403-1.9% |