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 | $91,379 | $85,766+6.5% | $136,294-33.0% | $70,131+30.3% |
| Participation rate | 90.2% | 74.2%+16.1pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 19.59% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,722 | $2,966+59.2% | $4,695+0.6% | $2,342+101.6% |
| Participant deferral / active EE | $10,971 | $5,051+117.2% | $6,247+75.6% | $3,332+229.3% |
| Admin fee / account holder | $2,182 | $5,420-59.7% | $9,243-76.4% | $4,645-53.0% |