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 | $83,125 | $81,632+1.8% | $70,449+18.0% | $158,922-47.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 18.16% | 208.40%-190.2pp | 109.03%-90.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $5,616 | $3,217+74.6% | $2,737+105.2% | $4,761+17.9% |
| Participant deferral / active EE | $3,668 | $4,554-19.5% | $3,709-1.1% | $5,982-38.7% |
| Admin fee / account holder | $6,446 | $6,193+4.1% | $3,845+67.6% | $11,246-42.7% |