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 | $75,152 | $98,750-23.9% | $149,696-49.8% | $79,858-5.9% |
| Participation rate | 85.1% | 75.8%+9.3pp | 82.5%+2.6pp | 69.6%+15.5pp |
| Annual return | 23.01% | 27.43%-4.4pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $2,622 | $3,216-18.5% | $4,644-43.5% | $2,471+6.1% |
| Participant deferral / active EE | $4,522 | $5,680-20.4% | $6,842-33.9% | $3,740+20.9% |
| Admin fee / account holder | $7,987 | $6,053+32.0% | $9,309-14.2% | $5,306+50.5% |