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 | $91,274 | $89,355+2.1% | $141,162-35.3% | $72,985+25.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 19.40% | 111.85%-92.4pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,304 | $3,114+6.1% | $4,735-30.2% | $2,440+35.4% |
| Participant deferral / active EE | $9,334 | $5,418+72.3% | $6,709+39.1% | $3,607+158.7% |
| Admin fee / account holder | $11,480 | $5,958+92.7% | $10,261+11.9% | $5,124+124.0% |