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 | $81,411 | $52,279+55.7% | $89,391-8.9% | $79,858+1.9% |
| Participation rate | 70.4% | 57.5%+12.8pp | 68.0%+2.4pp | 69.6%+0.7pp |
| Annual return | 16.42% | 22.16%-5.7pp | 245.62%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,154 | $1,572+37.1% | $2,586-16.7% | $2,471-12.8% |
| Participant deferral / active EE | $3,490 | $2,740+27.3% | $3,890-10.3% | $3,740-6.7% |
| Admin fee / account holder | $4,305 | $3,356+28.3% | $4,881-11.8% | $5,306-18.9% |