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 | $97,942 | $89,355+9.6% | $141,162-30.6% | $72,985+34.2% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 25.54% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,159 | $3,114-62.8% | $4,735-75.5% | $2,440-52.5% |
| Participant deferral / active EE | $7,414 | $5,418+36.8% | $6,709+10.5% | $3,607+105.5% |
| Admin fee / account holder | $16,607 | $5,958+178.7% | $10,261+61.8% | $5,124+224.1% |