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 | $82,386 | $77,634+6.1% | $156,549-47.4% | $62,891+31.0% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 6.83% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,285 | $3,444+24.4% | $5,501-22.1% | $2,281+87.9% |
| Participant deferral / active EE | $943 | $3,045-69.0% | $4,871-80.6% | $3,203-70.6% |
| Admin fee / account holder | $3,484 | $5,561-37.4% | $13,027-73.3% | $4,296-18.9% |