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 | $85,032 | $81,632+4.2% | $70,449+20.7% | $158,922-46.5% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | 7.52% | 208.40%-200.9pp | 109.03%-101.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,199 | $3,217-31.6% | $2,737-19.6% | $4,761-53.8% |
| Participant deferral / active EE | $1,848 | $4,554-59.4% | $3,709-50.2% | $5,982-69.1% |
| Admin fee / account holder | $2,236 | $6,193-63.9% | $3,845-41.9% | $11,246-80.1% |