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 | $81,239 | $78,422+3.6% | $95,952-15.3% | $79,858+1.7% |
| Participation rate | 94.7% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.1pp |
| Annual return | 11.38% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,602 | $1,945+33.8% | $2,541+2.4% | $2,471+5.3% |
| Participant deferral / active EE | $3,847 | $3,440+11.8% | $4,167-7.7% | $3,740+2.9% |
| Admin fee / account holder | $22,471 | $5,622+299.7% | $6,795+230.7% | $5,306+323.5% |