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 | $88,122 | $84,233+4.6% | $170,442-48.3% | $70,131+25.7% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 19.07% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $6,155 | $3,387+81.7% | $5,433+13.3% | $2,342+162.8% |
| Participant deferral / active EE | $5,057 | $3,086+63.9% | $4,939+2.4% | $3,332+51.8% |
| Admin fee / account holder | $1,413 | $5,698-75.2% | $13,880-89.8% | $4,645-69.6% |