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 | $89,392 | $54,705+63.4% | $71,209+25.5% | $84,808+5.4% |
| Participation rate | 74.5% | 64.1%+10.4pp | 73.8%+0.7pp | 68.3%+6.2pp |
| Annual return | 22.52% | 35.90%-13.4pp | 282.51%-260.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,020 | $2,158-6.4% | $2,721-25.8% | $2,631-23.2% |
| Participant deferral / active EE | $4,546 | $3,030+50.0% | $4,175+8.9% | $4,212+7.9% |
| Admin fee / account holder | $2,001 | $4,863-58.9% | $5,349-62.6% | $7,344-72.8% |