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 | $78,086 | $98,750-20.9% | $149,696-47.8% | $79,858-2.2% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.2pp |
| Annual return | 22.35% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,958 | $3,216-39.1% | $4,644-57.8% | $2,471-20.8% |
| Participant deferral / active EE | $4,320 | $5,680-23.9% | $6,842-36.9% | $3,740+15.5% |
| Admin fee / account holder | $15,523 | $6,053+156.5% | $9,309+66.8% | $5,306+192.5% |