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 | $95,797 | $111,535-14.1% | $105,223-9.0% | $137,256-30.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,604 | $3,939-33.9% | $3,689-29.4% | $4,156-37.4% |
| Participant deferral / active EE | $3,007 | $5,500-45.3% | $5,072-40.7% | $6,407-53.1% |
| Admin fee / account holder | $2,727 | $9,721-71.9% | $8,859-69.2% | $12,270-77.8% |