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 | $95,142 | $81,208+17.2% | $98,907-3.8% | $79,858+19.1% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 13.85% | 60.99%-47.1pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,511 | $1,960-22.9% | $2,689-43.8% | $2,471-38.8% |
| Participant deferral / active EE | $4,591 | $3,265+40.6% | $4,244+8.2% | $3,740+22.7% |
| Admin fee / account holder | $1,681 | $6,013-72.0% | $6,642-74.7% | $5,306-68.3% |