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 | $82,993 | $77,634+6.9% | $156,549-47.0% | $62,891+32.0% |
| Participation rate | 84.8% | 71.2%+13.6pp | 84.0%+0.8pp | 69.3%+15.5pp |
| Annual return | 5.86% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,387 | $3,444+27.4% | $5,501-20.3% | $2,281+92.3% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,024 | $5,561-81.6% | $13,027-92.1% | $4,296-76.2% |