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 | $91,068 | $81,208+12.1% | $98,907-7.9% | $79,858+14.0% |
| Participation rate | 86.2% | 72.5%+13.6pp | 76.0%+10.1pp | 69.6%+16.5pp |
| Annual return | 16.13% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $817 | $1,960-58.3% | $2,689-69.6% | $2,471-66.9% |
| Participant deferral / active EE | $4,971 | $3,265+52.3% | $4,244+17.1% | $3,740+32.9% |
| Admin fee / account holder | $2,473 | $6,013-58.9% | $6,642-62.8% | $5,306-53.4% |