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 | $89,569 | $77,899+15.0% | $149,673-40.2% | $75,163+19.2% |
| Participation rate | 86.4% | 65.6%+20.8pp | 78.8%+7.6pp | 67.2%+19.2pp |
| Annual return | 17.45% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,926 | $3,137+25.1% | $4,818-18.5% | $2,670+47.1% |
| Participant deferral / active EE | $7,271 | $3,411+113.2% | $5,680+28.0% | $4,125+76.3% |
| Admin fee / account holder | $3,188 | $5,956-46.5% | $13,210-75.9% | $5,651-43.6% |