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 | $74,407 | $91,190-18.4% | $178,490-58.3% | $79,858-6.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 10.46% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,881 | $3,256-42.2% | $5,011-62.5% | $2,471-23.9% |
| Participant deferral / active EE | $3,842 | $3,236+18.7% | $5,202-26.1% | $3,740+2.7% |
| Admin fee / account holder | $1,359 | $6,751-79.9% | $13,984-90.3% | $5,306-74.4% |