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 | $83,943 | $85,766-2.1% | $136,294-38.4% | $70,131+19.7% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 20.55% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,198 | $2,966-59.6% | $4,695-74.5% | $2,342-48.9% |
| Participant deferral / active EE | $6,224 | $5,051+23.2% | $6,247-0.4% | $3,332+86.8% |
| Admin fee / account holder | $28,463 | $5,420+425.1% | $9,243+207.9% | $4,645+512.7% |