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 | $80,680 | $76,407+5.6% | $150,298-46.3% | $82,448-2.1% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 16.26% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,764 | $2,614+44.0% | $4,154-9.4% | $2,551+47.5% |
| Participant deferral / active EE | $5,016 | $3,214+56.0% | $5,453-8.0% | $4,139+21.2% |
| Admin fee / account holder | $54,645 | $6,352+760.3% | $14,116+287.1% | $7,234+655.4% |