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 6-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 | $81,137 | $81,248-0.1% | $155,509-47.8% | $80,856+0.3% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 11.01% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,242 | $3,100-27.7% | $4,672-52.0% | $2,755-18.6% |
| Participant deferral / active EE | $5,135 | $3,452+48.8% | $5,626-8.7% | $4,296+19.5% |
| Admin fee / account holder | $3,941 | $7,997-50.7% | $15,912-75.2% | $6,918-43.0% |