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 | $97,096 | $80,717+20.3% | $154,803-37.3% | $84,808+14.5% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 13.58% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,570 | $2,761-6.9% | $4,305-40.3% | $2,631-2.3% |
| Participant deferral / active EE | $5,818 | $3,303+76.1% | $5,540+5.0% | $4,212+38.2% |
| Admin fee / account holder | $3,522 | $6,746-47.8% | $14,329-75.4% | $7,344-52.0% |