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 | $81,936 | $77,899+5.2% | $149,673-45.3% | $75,163+9.0% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 18.02% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,141 | $3,137+95.7% | $4,818+27.5% | $2,670+130.0% |
| Participant deferral / active EE | $8,834 | $3,411+159.0% | $5,680+55.5% | $4,125+114.1% |
| Admin fee / account holder | $3,204 | $5,956-46.2% | $13,210-75.7% | $5,651-43.3% |