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 | $83,180 | $98,750-15.8% | $149,696-44.4% | $79,858+4.2% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.1pp |
| Annual return | 13.24% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,819 | $3,216-12.3% | $4,644-39.3% | $2,471+14.1% |
| Participant deferral / active EE | $4,705 | $5,680-17.2% | $6,842-31.2% | $3,740+25.8% |
| Admin fee / account holder | $1,996 | $6,053-67.0% | $9,309-78.6% | $5,306-62.4% |