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 | $107,474 | $61,789+73.9% | $97,167+10.6% | $80,874+32.9% |
| Participation rate | 73.1% | 63.5%+9.6pp | 72.7%+0.4pp | 67.6%+5.5pp |
| Annual return | 17.49% | -557.90%+575.4pp | 75.27%-57.8pp | 35.62%-18.1pp |
| Employer contribution / active EE | $1,706 | $1,837-7.1% | $2,729-37.5% | $2,756-38.1% |
| Participant deferral / active EE | $3,129 | $3,028+3.3% | $4,264-26.6% | $4,297-27.2% |
| Admin fee / account holder | $1,318 | $5,168-74.5% | $5,650-76.7% | $6,935-81.0% |