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 | $81,924 | $80,753+1.4% | $136,294-39.9% | $62,292+31.5% |
| Participation rate | 93.3% | 73.5%+19.7pp | 81.9%+11.3pp | 69.5%+23.8pp |
| Annual return | 17.23% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,198 | $2,884+80.3% | $4,695+10.7% | $2,042+154.5% |
| Participant deferral / active EE | $7,523 | $5,164+45.7% | $6,247+20.4% | $3,169+137.4% |
| Admin fee / account holder | $3,396 | $525+546.3% | $9,243-63.3% | $479+608.4% |