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 | $88,641 | $80,812+9.7% | $160,784-44.9% | $82,448+7.5% |
| Participation rate | 86.8% | 66.2%+20.6pp | 77.0%+9.9pp | 68.1%+18.7pp |
| Annual return | 16.43% | 100.59%-84.2pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,396 | $2,174-35.8% | $3,733-62.6% | $2,551-45.3% |
| Participant deferral / active EE | $3,851 | $4,335-11.2% | $6,293-38.8% | $4,139-7.0% |
| Admin fee / account holder | $1,960 | $7,695-74.5% | $9,717-79.8% | $7,234-72.9% |