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 | $86,993 | $105,181-17.3% | $159,436-45.4% | $85,850+1.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 20.26% | 45.07%-24.8pp | 263.57%-243.3pp | 318.53%-298.3pp |
| Employer contribution / active EE | $4,355 | $3,318+31.2% | $4,829-9.8% | $2,565+69.8% |
| Participant deferral / active EE | $8,489 | $5,945+42.8% | $7,352+15.5% | $3,952+114.8% |
| Admin fee / account holder | $1,557 | $6,933-77.5% | $10,799-85.6% | $6,260-75.1% |