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 | $117,658 | $98,750+19.1% | $149,696-21.4% | $79,858+47.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 17.69% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,538 | $3,216+10.0% | $4,644-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $8,678 | $5,680+52.8% | $6,842+26.8% | $3,740+132.0% |
| Admin fee / account holder | $1,813 | $6,053-70.0% | $9,309-80.5% | $5,306-65.8% |