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 | $86,634 | $91,190-5.0% | $178,490-51.5% | $79,858+8.5% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 16.47% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,772 | $3,256-14.9% | $5,011-44.7% | $2,471+12.2% |
| Participant deferral / active EE | $5,090 | $3,236+57.3% | $5,202-2.2% | $3,740+36.1% |
| Admin fee / account holder | $933 | $6,751-86.2% | $13,984-93.3% | $5,306-82.4% |