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 | $79,373 | $68,547+15.8% | $120,354-34.1% | $80,856-1.8% |
| Participation rate | 85.0% | 61.6%+23.4pp | 71.9%+13.1pp | 67.6%+17.4pp |
| Annual return | 14.45% | 23.60%-9.2pp | 107.15%-92.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,964 | $2,051-4.2% | $3,463-43.3% | $2,755-28.7% |
| Participant deferral / active EE | $4,944 | $3,173+55.8% | $4,991-0.9% | $4,296+15.1% |
| Admin fee / account holder | $17,587 | $5,732+206.8% | $9,423+86.6% | $6,918+154.2% |