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 | $96,568 | $86,286+11.9% | $111,297-13.2% | $85,850+12.5% |
| Participation rate | 79.4% | 73.3%+6.1pp | 77.3%+2.1pp | 69.3%+10.1pp |
| Annual return | 28.59% | 19.99%+8.6pp | 54.65%-26.1pp | 318.53%-289.9pp |
| Employer contribution / active EE | $1,103 | $2,043-46.0% | $2,731-59.6% | $2,565-57.0% |
| Participant deferral / active EE | $3,713 | $3,641+2.0% | $4,487-17.3% | $3,952-6.0% |
| Admin fee / account holder | $6,332 | $8,188-22.7% | $7,964-20.5% | $6,260+1.1% |