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 | $89,217 | $77,314+15.4% | $177,989-49.9% | $80,856+10.3% |
| Participation rate | 80.7% | 65.7%+15.0pp | 77.1%+3.6pp | 67.6%+13.1pp |
| Annual return | 20.75% | 18.09%+2.7pp | 294.48%-273.7pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,762 | $2,292+20.5% | $3,949-30.1% | $2,755+0.3% |
| Participant deferral / active EE | $8,595 | $4,411+94.9% | $6,276+37.0% | $4,296+100.1% |
| Admin fee / account holder | $3,725 | $7,191-48.2% | $10,363-64.1% | $6,918-46.2% |