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 | $99,092 | $109,881-9.8% | $150,045-34.0% | $84,808+16.8% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 18.99% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,528 | $3,561-29.0% | $4,693-46.1% | $2,631-3.9% |
| Participant deferral / active EE | $9,677 | $6,636+45.8% | $7,997+21.0% | $4,212+129.8% |
| Admin fee / account holder | $19,041 | $8,568+122.2% | $13,435+41.7% | $7,344+159.3% |