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 | $81,119 | $51,638+57.1% | $68,368+18.7% | $82,448-1.6% |
| Participation rate | 78.8% | 63.6%+15.2pp | 73.8%+5.1pp | 68.1%+10.8pp |
| Annual return | 13.81% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,667 | $2,047-18.5% | $2,649-37.1% | $2,551-34.6% |
| Participant deferral / active EE | $5,175 | $2,914+77.6% | $4,123+25.5% | $4,139+25.0% |
| Admin fee / account holder | $5,548 | $4,643+19.5% | $5,150+7.7% | $7,234-23.3% |