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 | $85,112 | $77,899+9.3% | $149,673-43.1% | $75,163+13.2% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,851 | $3,137-9.1% | $4,818-40.8% | $2,670+6.8% |
| Participant deferral / active EE | $6,806 | $3,411+99.5% | $5,680+19.8% | $4,125+65.0% |
| Admin fee / account holder | $1,078 | $5,956-81.9% | $13,210-91.8% | $5,651-80.9% |