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 | $82,526 | $58,208+41.8% | $81,812+0.9% | $80,856+2.1% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 11.44% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,541 | $2,340+8.6% | $2,912-12.7% | $2,755-7.7% |
| Participant deferral / active EE | $3,304 | $3,281+0.7% | $4,319-23.5% | $4,296-23.1% |
| Admin fee / account holder | $8,521 | $4,981+71.1% | $7,386+15.4% | $6,918+23.2% |