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 | $98,309 | $91,552+7.4% | $133,956-26.6% | $79,858+23.1% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 17.28% | 61.85%-44.6pp | 45.09%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,962 | $2,384+66.2% | $3,919+1.1% | $2,471+60.4% |
| Participant deferral / active EE | $7,390 | $3,733+97.9% | $5,048+46.4% | $3,740+97.6% |
| Admin fee / account holder | $4,240 | $6,321-32.9% | $8,927-52.5% | $5,306-20.1% |