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 | $87,694 | $102,317-14.3% | $146,958-40.3% | $80,856+8.5% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 16.17% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,219 | $3,713-13.3% | $4,933-34.7% | $2,755+16.8% |
| Participant deferral / active EE | $8,373 | $6,644+26.0% | $8,070+3.8% | $4,296+94.9% |
| Admin fee / account holder | $8,904 | $7,941+12.1% | $12,998-31.5% | $6,918+28.7% |