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 | $88,417 | $81,248+8.8% | $155,509-43.1% | $80,856+9.4% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 13.61% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,606 | $3,100-15.9% | $4,672-44.2% | $2,755-5.4% |
| Participant deferral / active EE | $4,578 | $3,452+32.6% | $5,626-18.6% | $4,296+6.6% |
| Admin fee / account holder | $3,253 | $7,997-59.3% | $15,912-79.6% | $6,918-53.0% |