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 | $75,204 | $77,634-3.1% | $156,549-52.0% | $62,891+19.6% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 8.39% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,418 | $3,444+57.3% | $5,501-1.5% | $2,281+137.5% |
| Participant deferral / active EE | $5,142 | $3,045+68.9% | $4,871+5.6% | $3,203+60.6% |
| Admin fee / account holder | $359 | $5,561-93.5% | $13,027-97.2% | $4,296-91.6% |