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 | $91,679 | $98,750-7.2% | $149,696-38.8% | $79,858+14.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 18.24% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,471 | $3,216-54.3% | $4,644-68.3% | $2,471-40.5% |
| Participant deferral / active EE | $3,090 | $5,680-45.6% | $6,842-54.8% | $3,740-17.4% |
| Admin fee / account holder | $2,637 | $6,053-56.4% | $9,309-71.7% | $5,306-50.3% |