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 | $99,867 | $78,422+27.3% | $95,952+4.1% | $79,858+25.1% |
| Participation rate | 86.0% | 73.5%+12.5pp | 77.1%+8.9pp | 69.6%+16.4pp |
| Annual return | 12.23% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,648 | $1,945-15.3% | $2,541-35.1% | $2,471-33.3% |
| Participant deferral / active EE | $5,477 | $3,440+59.2% | $4,167+31.5% | $3,740+46.5% |
| Admin fee / account holder | $7,027 | $5,622+25.0% | $6,795+3.4% | $5,306+32.4% |