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 5-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 | $87,542 | $88,672-1.3% | $105,223-16.8% | $82,448+6.2% |
| Participation rate | 74.4% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 14.71% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,059 | $3,048+33.2% | $3,689+10.0% | $2,551+59.1% |
| Participant deferral / active EE | $9,134 | $4,036+126.3% | $5,072+80.1% | $4,139+120.7% |
| Admin fee / account holder | $7,604 | $7,146+6.4% | $8,859-14.2% | $7,234+5.1% |