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 | $88,621 | $77,899+13.8% | $149,673-40.8% | $75,163+17.9% |
| Participation rate | 73.4% | 65.6%+7.9pp | 78.8%-5.3pp | 67.2%+6.2pp |
| Annual return | 15.87% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,004 | $3,137-68.0% | $4,818-79.2% | $2,670-62.4% |
| Participant deferral / active EE | $3,631 | $3,411+6.5% | $5,680-36.1% | $4,125-12.0% |
| Admin fee / account holder | $14,726 | $5,956+147.2% | $13,210+11.5% | $5,651+160.6% |