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 | $97,472 | $81,208+20.0% | $98,907-1.5% | $79,858+22.1% |
| Participation rate | 84.2% | 72.5%+11.7pp | 76.0%+8.2pp | 69.6%+14.6pp |
| Annual return | 13.36% | 60.99%-47.6pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,429 | $1,960-27.1% | $2,689-46.9% | $2,471-42.2% |
| Participant deferral / active EE | $3,759 | $3,265+15.1% | $4,244-11.4% | $3,740+0.5% |
| Admin fee / account holder | $7,331 | $6,013+21.9% | $6,642+10.4% | $5,306+38.2% |