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 | $108,511 | $62,672+73.1% | $185,117-41.4% | $70,131+54.7% |
| Participation rate | 83.0% | 63.8%+19.2pp | 77.3%+5.7pp | 69.5%+13.4pp |
| Annual return | 19.05% | 40.79%-21.7pp | 40.50%-21.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $824 | $1,753-53.0% | $4,182-80.3% | $2,342-64.8% |
| Participant deferral / active EE | $4,883 | $3,272+49.3% | $5,045-3.2% | $3,332+46.6% |
| Admin fee / account holder | $10,367 | $3,932+163.7% | $8,159+27.1% | $4,645+123.2% |