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 | $87,817 | $77,899+12.7% | $149,673-41.3% | $75,163+16.8% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 17.17% | 31.72%-14.6pp | 134.42%-117.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,227 | $3,137+66.6% | $4,818+8.5% | $2,670+95.8% |
| Participant deferral / active EE | $7,890 | $3,411+131.3% | $5,680+38.9% | $4,125+91.3% |
| Admin fee / account holder | $7,426 | $5,956+24.7% | $13,210-43.8% | $5,651+31.4% |