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 | $80,746 | $63,346+27.5% | $92,233-12.5% | $70,131+15.1% |
| Participation rate | 86.3% | 68.7%+17.6pp | 76.5%+9.8pp | 69.5%+16.8pp |
| Annual return | 14.88% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,834 | $2,471-25.8% | $3,679-50.2% | $2,342-21.7% |
| Participant deferral / active EE | $2,945 | $2,854+3.2% | $3,897-24.4% | $3,332-11.6% |
| Admin fee / account holder | $365 | $3,840-90.5% | $5,194-93.0% | $4,645-92.1% |