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 | $108,019 | $98,750+9.4% | $149,696-27.8% | $79,858+35.3% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 13.54% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,097 | $3,216-34.8% | $4,644-54.9% | $2,471-15.1% |
| Participant deferral / active EE | $4,383 | $5,680-22.8% | $6,842-35.9% | $3,740+17.2% |
| Admin fee / account holder | $7,253 | $6,053+19.8% | $9,309-22.1% | $5,306+36.7% |