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 | $96,256 | $81,248+18.5% | $155,509-38.1% | $80,856+19.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 11.22% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,241 | $3,100+4.5% | $4,672-30.6% | $2,755+17.6% |
| Participant deferral / active EE | $8,165 | $3,452+136.6% | $5,626+45.1% | $4,296+90.1% |
| Admin fee / account holder | $1,761 | $7,997-78.0% | $15,912-88.9% | $6,918-74.5% |