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 | $71,760 | $64,324+11.6% | $118,925-39.7% | $79,858-10.1% |
| Participation rate | 83.3% | 64.9%+18.5pp | 75.4%+8.0pp | 69.6%+13.7pp |
| Annual return | 15.99% | 86.45%-70.5pp | 35.88%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $696 | $1,836-62.1% | $3,263-78.7% | $2,471-71.9% |
| Participant deferral / active EE | $4,527 | $2,824+60.3% | $4,265+6.2% | $3,740+21.1% |
| Admin fee / account holder | $1,831 | $4,040-54.7% | $6,581-72.2% | $5,306-65.5% |