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 | $89,662 | $77,899+15.1% | $149,673-40.1% | $75,163+19.3% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 22.38% | 31.72%-9.3pp | 134.42%-112.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $11,966 | $3,137+281.4% | $4,818+148.4% | $2,670+348.2% |
| Participant deferral / active EE | $6,220 | $3,411+82.3% | $5,680+9.5% | $4,125+50.8% |
| Admin fee / account holder | $5,697 | $5,956-4.4% | $13,210-56.9% | $5,651+0.8% |