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 | $84,041 | $102,382-17.9% | $147,005-42.8% | $80,874+3.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.50% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,182 | $3,715-14.3% | $4,934-35.5% | $2,756+15.5% |
| Participant deferral / active EE | $6,576 | $6,646-1.1% | $8,070-18.5% | $4,297+53.0% |
| Admin fee / account holder | $3,662 | $7,942-53.9% | $13,006-71.8% | $6,935-47.2% |