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 | $81,022 | $58,208+39.2% | $81,812-1.0% | $80,856+0.2% |
| Participation rate | 93.2% | 63.4%+29.8pp | 72.3%+20.9pp | 67.6%+25.6pp |
| Annual return | 17.51% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,069 | $2,340-11.6% | $2,912-29.0% | $2,755-24.9% |
| Participant deferral / active EE | $2,938 | $3,281-10.5% | $4,319-32.0% | $4,296-31.6% |
| Admin fee / account holder | $7,002 | $4,981+40.6% | $7,386-5.2% | $6,918+1.2% |