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 | $85,881 | $61,774+39.0% | $97,226-11.7% | $80,856+6.2% |
| Participation rate | 78.1% | 63.5%+14.6pp | 72.7%+5.4pp | 67.6%+10.5pp |
| Annual return | 13.21% | -557.90%+571.1pp | 75.13%-61.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,622 | $1,837-11.7% | $2,729-40.5% | $2,755-41.1% |
| Participant deferral / active EE | $4,336 | $3,029+43.1% | $4,264+1.7% | $4,296+0.9% |
| Admin fee / account holder | $6,488 | $5,166+25.6% | $5,654+14.8% | $6,918-6.2% |