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 | $98,283 | $81,208+21.0% | $98,907-0.6% | $79,858+23.1% |
| Participation rate | 75.4% | 72.5%+2.9pp | 76.0%-0.6pp | 69.6%+5.8pp |
| Annual return | 10.34% | 60.99%-50.6pp | 196.43%-186.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,172 | $1,960-40.2% | $2,689-56.4% | $2,471-52.6% |
| Participant deferral / active EE | $4,658 | $3,265+42.7% | $4,244+9.7% | $3,740+24.5% |
| Admin fee / account holder | $12,672 | $6,013+110.7% | $6,642+90.8% | $5,306+138.8% |