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 | $83,156 | $71,050+17.0% | $93,606-11.2% | $80,856+2.8% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.6%+10.4pp |
| Annual return | 12.59% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,116 | $1,564-28.6% | $2,420-53.9% | $2,755-59.5% |
| Participant deferral / active EE | $4,512 | $4,034+11.8% | $4,411+2.3% | $4,296+5.0% |
| Admin fee / account holder | $5,030 | $6,945-27.6% | $8,285-39.3% | $6,918-27.3% |