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 | $87,011 | $100,923-13.8% | $150,045-42.0% | $74,304+17.1% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.3%+5.8pp | 60.3%+27.7pp |
| Annual return | 16.01% | 51.77%-35.8pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $3,300 | $3,463-4.7% | $4,693-29.7% | $2,241+47.2% |
| Participant deferral / active EE | $8,541 | $6,709+27.3% | $7,997+6.8% | $3,767+126.7% |
| Admin fee / account holder | $5,533 | $2,767+100.0% | $13,435-58.8% | $2,969+86.4% |