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 | $83,481 | $78,422+6.5% | $95,952-13.0% | $79,858+4.5% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 11.94% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,723 | $1,945+40.0% | $2,541+7.2% | $2,471+10.2% |
| Participant deferral / active EE | $3,446 | $3,440+0.2% | $4,167-17.3% | $3,740-7.9% |
| Admin fee / account holder | $8,190 | $5,622+45.7% | $6,795+20.5% | $5,306+54.3% |