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 | $104,786 | $100,901+3.8% | $75,670+38.5% | $147,584-29.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 11.27% | 35.78%-24.5pp | 27.34%-16.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,140 | $3,253-65.0% | $2,352-51.5% | $4,876-76.6% |
| Participant deferral / active EE | $6,694 | $4,027+66.2% | $3,142+113.0% | $5,439+23.1% |
| Admin fee / account holder | $2,083 | $11,285-81.5% | $5,800-64.1% | $10,885-80.9% |