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 | $88,277 | $78,672+12.2% | $109,143-19.1% | $85,850+2.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 16.73% | 25.09%-8.4pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $5,431 | $2,735+98.6% | $3,722+45.9% | $2,565+111.7% |
| Participant deferral / active EE | $3,216 | $3,467-7.3% | $4,653-30.9% | $3,952-18.6% |
| Admin fee / account holder | $3,170 | $5,469-42.0% | $6,752-53.1% | $6,260-49.4% |