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 | $97,853 | $77,813+25.8% | $123,544-20.8% | $64,186+52.5% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | 8.14% | 12.48%-4.3pp | 119.20%-111.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,209 | $3,014-59.9% | $4,628-73.9% | $2,381-49.2% |
| Participant deferral / active EE | $5,168 | $5,240-1.4% | $6,426-19.6% | $3,470+49.0% |
| Admin fee / account holder | $5,234 | $5,519-5.2% | $9,284-43.6% | $4,888+7.1% |