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 | $83,590 | $58,927+41.9% | $76,817+8.8% | $72,985+14.5% |
| Participation rate | 77.3% | 67.3%+9.9pp | 72.1%+5.2pp | 69.5%+7.8pp |
| Annual return | 22.54% | 2305.64%-2283.1pp | 1166.11%-1143.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,078 | $1,787-39.7% | $2,302-53.2% | $2,440-55.8% |
| Participant deferral / active EE | $3,717 | $2,690+38.2% | $3,336+11.4% | $3,607+3.0% |
| Admin fee / account holder | $440 | $4,013-89.0% | $6,420-93.1% | $5,124-91.4% |