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 | $63,459 | $58,828+7.9% | $77,999-18.6% | $62,891+0.9% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 4.83% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,723 | $1,672+3.1% | $2,470-30.2% | $2,281-24.4% |
| Participant deferral / active EE | $3,706 | $2,686+38.0% | $3,497+6.0% | $3,203+15.7% |
| Admin fee / account holder | $12,662 | $4,393+188.2% | $5,480+131.0% | $4,296+194.8% |