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 | $88,638 | $78,422+13.0% | $95,952-7.6% | $79,858+11.0% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.5pp | 69.6%+4.9pp |
| Annual return | 10.49% | 19.37%-8.9pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,432 | $1,945-26.4% | $2,541-43.6% | $2,471-42.0% |
| Participant deferral / active EE | $3,858 | $3,440+12.2% | $4,167-7.4% | $3,740+3.1% |
| Admin fee / account holder | $28,906 | $5,622+414.2% | $6,795+325.4% | $5,306+444.8% |