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 | $81,914 | $71,050+15.3% | $93,606-12.5% | $80,856+1.3% |
| Participation rate | 79.8% | 60.4%+19.4pp | 68.7%+11.1pp | 67.6%+12.1pp |
| Annual return | 11.28% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,056 | $1,564+223.4% | $2,420+108.9% | $2,755+83.5% |
| Participant deferral / active EE | $2,550 | $4,034-36.8% | $4,411-42.2% | $4,296-40.6% |
| Admin fee / account holder | $2,474 | $6,945-64.4% | $8,285-70.1% | $6,918-64.2% |