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 | $89,042 | $111,724-20.3% | $93,606-4.9% | $145,922-39.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 11.61% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,374 | $3,090+41.6% | $2,420+80.8% | $4,660-6.1% |
| Participant deferral / active EE | $5,596 | $4,912+13.9% | $4,411+26.9% | $6,688-16.3% |
| Admin fee / account holder | $3,642 | $10,250-64.5% | $8,285-56.0% | $13,397-72.8% |