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 | $82,246 | $99,079-17.0% | $77,999+5.4% | $273,961-70.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 3.30% | 217.93%-214.6pp | 425.96%-422.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,006 | $3,308+21.1% | $2,470+62.2% | $4,869-17.7% |
| Participant deferral / active EE | $7,176 | $4,306+66.6% | $3,497+105.2% | $5,287+35.7% |
| Admin fee / account holder | $2,483 | $8,954-72.3% | $5,480-54.7% | $10,132-75.5% |