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 | $82,222 | $64,324+27.8% | $118,925-30.9% | $79,858+3.0% |
| Participation rate | 76.7% | 64.9%+11.9pp | 75.4%+1.4pp | 69.6%+7.1pp |
| Annual return | 12.41% | 86.45%-74.0pp | 35.88%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,480 | $1,836+35.1% | $3,263-24.0% | $2,471+0.4% |
| Participant deferral / active EE | $5,777 | $2,824+104.6% | $4,265+35.5% | $3,740+54.5% |
| Admin fee / account holder | $2,007 | $4,040-50.3% | $6,581-69.5% | $5,306-62.2% |