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 | $78,586 | $64,707+21.4% | $112,228-30.0% | $68,494+14.7% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | 42.93% | -11.40%+54.3pp | 27.45%+15.5pp | -7.84%+50.8pp |
| Employer contribution / active EE | $1,077 | $2,746-60.8% | $3,635-70.4% | $2,596-58.5% |
| Participant deferral / active EE | $4,714 | $3,565+32.3% | $4,728-0.3% | $4,027+17.1% |
| Admin fee / account holder | $17,380 | $5,232+232.2% | $6,410+171.1% | $5,403+221.7% |