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 | $86,816 | $85,202+1.9% | $172,739-49.7% | $72,985+19.0% |
| Participation rate | 83.8% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.3pp |
| Annual return | 37.86% | 27.32%+10.5pp | 802.84%-765.0pp | 81.00%-43.1pp |
| Employer contribution / active EE | $1,774 | $3,324-46.6% | $5,143-65.5% | $2,440-27.3% |
| Participant deferral / active EE | $4,347 | $3,260+33.3% | $5,198-16.4% | $3,607+20.5% |
| Admin fee / account holder | $9,812 | $5,884+66.8% | $13,954-29.7% | $5,124+91.5% |