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 | $83,320 | $80,753+3.2% | $136,294-38.9% | $62,292+33.8% |
| Participation rate | 85.5% | 73.5%+11.9pp | 81.9%+3.5pp | 69.5%+16.0pp |
| Annual return | 18.01% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,716 | $2,884+28.9% | $4,695-20.9% | $2,042+82.0% |
| Participant deferral / active EE | $4,320 | $5,164-16.3% | $6,247-30.8% | $3,169+36.3% |
| Admin fee / account holder | $2,318 | $525+341.2% | $9,243-74.9% | $479+383.6% |