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 | $87,149 | $85,766+1.6% | $136,294-36.1% | $70,131+24.3% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 20.93% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,755 | $2,966-40.8% | $4,695-62.6% | $2,342-25.1% |
| Participant deferral / active EE | $8,969 | $5,051+77.6% | $6,247+43.6% | $3,332+169.2% |
| Admin fee / account holder | $3,839 | $5,420-29.2% | $9,243-58.5% | $4,645-17.4% |