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 | $89,284 | $78,422+13.9% | $95,952-6.9% | $79,858+11.8% |
| Participation rate | 82.0% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.3pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,203 | $1,945-38.1% | $2,541-52.6% | $2,471-51.3% |
| Participant deferral / active EE | $3,378 | $3,440-1.8% | $4,167-18.9% | $3,740-9.7% |
| Admin fee / account holder | $1,605 | $5,622-71.4% | $6,795-76.4% | $5,306-69.7% |