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 | $92,276 | $74,888+23.2% | $71,209+29.6% | $142,382-35.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 14.91% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,296 | $2,854+15.5% | $2,721+21.1% | $4,299-23.3% |
| Participant deferral / active EE | $8,679 | $4,454+94.8% | $4,175+107.9% | $6,507+33.4% |
| Admin fee / account holder | $2,404 | $5,568-56.8% | $5,349-55.1% | $12,624-81.0% |