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 | $93,514 | $89,753+4.2% | $107,525-13.0% | $84,808+10.3% |
| Participation rate | 74.3% | 68.1%+6.2pp | 75.1%-0.8pp | 68.3%+6.0pp |
| Annual return | 22.41% | 29.48%-7.1pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,019 | $3,113+29.1% | $3,754+7.1% | $2,631+52.8% |
| Participant deferral / active EE | $9,982 | $4,056+146.1% | $5,116+95.1% | $4,212+137.0% |
| Admin fee / account holder | $7,801 | $7,222+8.0% | $8,919-12.5% | $7,344+6.2% |