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 | $89,217 | $64,839+37.6% | $95,585-6.7% | $84,808+5.2% |
| Participation rate | 94.1% | 63.8%+30.3pp | 72.1%+22.0pp | 68.3%+25.8pp |
| Annual return | 16.73% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,277 | $1,759-27.4% | $2,527-49.5% | $2,631-51.5% |
| Participant deferral / active EE | $4,766 | $2,965+60.8% | $4,023+18.5% | $4,212+13.2% |
| Admin fee / account holder | $7,265 | $5,964+21.8% | $6,127+18.6% | $7,344-1.1% |