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 | $87,790 | $77,314+13.5% | $177,989-50.7% | $80,856+8.6% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.6%+17.5pp |
| Annual return | 16.34% | 18.09%-1.7pp | 294.48%-278.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,129 | $2,292-7.1% | $3,949-46.1% | $2,755-22.7% |
| Participant deferral / active EE | $8,514 | $4,411+93.0% | $6,276+35.7% | $4,296+98.2% |
| Admin fee / account holder | $3,141 | $7,191-56.3% | $10,363-69.7% | $6,918-54.6% |