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 | $99,920 | $77,899+28.3% | $149,673-33.2% | $75,163+32.9% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 16.89% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,854 | $3,137+22.8% | $4,818-20.0% | $2,670+44.4% |
| Participant deferral / active EE | $4,568 | $3,411+33.9% | $5,680-19.6% | $4,125+10.7% |
| Admin fee / account holder | $1,011 | $5,956-83.0% | $13,210-92.3% | $5,651-82.1% |