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 | $85,894 | $48,570+76.8% | $130,648-34.3% | $72,985+17.7% |
| Participation rate | 71.4% | 58.6%+12.9pp | 71.7%-0.3pp | 69.5%+1.9pp |
| Annual return | 16.81% | 38.63%-21.8pp | 1708.96%-1692.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,535 | $1,334+15.1% | $4,092-62.5% | $2,440-37.1% |
| Participant deferral / active EE | $2,623 | $2,384+10.0% | $3,603-27.2% | $3,607-27.3% |
| Admin fee / account holder | $3,608 | $3,549+1.7% | $5,464-34.0% | $5,124-29.6% |