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 | $98,411 | $76,552+28.6% | $123,892-20.6% | $62,891+56.5% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 8.08% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $960 | $2,883-66.7% | $4,617-79.2% | $2,281-57.9% |
| Participant deferral / active EE | $8,210 | $4,840+69.6% | $5,984+37.2% | $3,203+156.3% |
| Admin fee / account holder | $2,875 | $4,826-40.4% | $8,357-65.6% | $4,296-33.1% |