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 | $84,176 | $81,248+3.6% | $155,509-45.9% | $80,856+4.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 13.98% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,908 | $3,100+90.6% | $4,672+26.4% | $2,755+114.5% |
| Participant deferral / active EE | $4,561 | $3,452+32.1% | $5,626-18.9% | $4,296+6.2% |
| Admin fee / account holder | $2,150 | $7,997-73.1% | $15,912-86.5% | $6,918-68.9% |