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 | $96,422 | $81,208+18.7% | $98,907-2.5% | $79,858+20.7% |
| Participation rate | 78.3% | 72.5%+5.8pp | 76.0%+2.3pp | 69.6%+8.7pp |
| Annual return | 13.22% | 60.99%-47.8pp | 196.43%-183.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,793 | $1,960-8.5% | $2,689-33.3% | $2,471-27.4% |
| Participant deferral / active EE | $6,362 | $3,265+94.9% | $4,244+49.9% | $3,740+70.1% |
| Admin fee / account holder | $8,576 | $6,013+42.6% | $6,642+29.1% | $5,306+61.6% |