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 | $113,985 | $89,355+27.6% | $141,162-19.3% | $72,985+56.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 22.29% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,403 | $3,114-22.9% | $4,735-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $8,751 | $5,418+61.5% | $6,709+30.4% | $3,607+142.6% |
| Admin fee / account holder | $3,726 | $5,958-37.5% | $10,261-63.7% | $5,124-27.3% |