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 | $87,220 | $102,317-14.8% | $146,958-40.6% | $80,856+7.9% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+6.0pp | 67.6%+20.5pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,108 | $3,713+10.6% | $4,933-16.7% | $2,755+49.1% |
| Participant deferral / active EE | $13,029 | $6,644+96.1% | $8,070+61.5% | $4,296+203.3% |
| Admin fee / account holder | $8,724 | $7,941+9.9% | $12,998-32.9% | $6,918+26.1% |