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 | $87,530 | $77,145+13.5% | $108,410-19.3% | $85,850+2.0% |
| Participation rate | 80.6% | 74.7%+6.0pp | 80.1%+0.5pp | 69.3%+11.3pp |
| Annual return | 33.18% | 44.54%-11.4pp | 905.27%-872.1pp | 318.53%-285.4pp |
| Employer contribution / active EE | $2,878 | $2,379+21.0% | $3,558-19.1% | $2,565+12.2% |
| Participant deferral / active EE | $8,414 | $5,566+51.2% | $6,563+28.2% | $3,952+112.9% |
| Admin fee / account holder | $5,828 | $5,172+12.7% | $7,295-20.1% | $6,260-6.9% |