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 | $99,683 | $73,933+34.8% | $96,683+3.1% | $75,163+32.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 13.84% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,667 | $2,928-43.1% | $3,737-55.4% | $2,670-37.6% |
| Participant deferral / active EE | $4,056 | $3,659+10.9% | $4,878-16.8% | $4,125-1.7% |
| Admin fee / account holder | $4,306 | $5,216-17.5% | $6,730-36.0% | $5,651-23.8% |