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 | $81,283 | $99,985-18.7% | $146,665-44.6% | $85,850-5.3% |
| Participation rate | 85.0% | 73.1%+11.9pp | 80.1%+4.9pp | 69.3%+15.7pp |
| Annual return | 17.70% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,085 | $2,559+20.6% | $4,136-25.4% | $2,565+20.3% |
| Participant deferral / active EE | $4,378 | $4,006+9.3% | $5,506-20.5% | $3,952+10.8% |
| Admin fee / account holder | $21,640 | $7,702+180.9% | $10,280+110.5% | $6,260+245.7% |