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 | $96,182 | $100,923-4.7% | $150,045-35.9% | $74,304+29.4% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 18.93% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,053 | $3,463-69.6% | $4,693-77.6% | $2,241-53.0% |
| Participant deferral / active EE | $7,332 | $6,709+9.3% | $7,997-8.3% | $3,767+94.6% |
| Admin fee / account holder | $3,841 | $2,767+38.8% | $13,435-71.4% | $2,969+29.4% |