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 | $84,586 | $88,672-4.6% | $105,223-19.6% | $82,448+2.6% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 18.54% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $15,820 | $3,048+419.0% | $3,689+328.9% | $2,551+520.2% |
| Participant deferral / active EE | $6,655 | $4,036+64.9% | $5,072+31.2% | $4,139+60.8% |
| Admin fee / account holder | $6,078 | $7,146-14.9% | $8,859-31.4% | $7,234-16.0% |