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 | $104,050 | $98,750+5.4% | $149,696-30.5% | $79,858+30.3% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 19.21% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,980 | $3,216-7.4% | $4,644-35.8% | $2,471+20.6% |
| Participant deferral / active EE | $6,854 | $5,680+20.7% | $6,842+0.2% | $3,740+83.3% |
| Admin fee / account holder | $2,861 | $6,053-52.7% | $9,309-69.3% | $5,306-46.1% |