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 | $96,223 | $62,573+53.8% | $85,682+12.3% | $85,850+12.1% |
| Participation rate | 77.8% | 61.1%+16.6pp | 69.9%+7.9pp | 69.3%+8.5pp |
| Annual return | 13.02% | 23.77%-10.7pp | 21.49%-8.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,541 | $1,757-12.3% | $2,618-41.1% | $2,565-39.9% |
| Participant deferral / active EE | $2,823 | $2,802+0.7% | $3,923-28.0% | $3,952-28.6% |
| Admin fee / account holder | $3,154 | $4,640-32.0% | $6,873-54.1% | $6,260-49.6% |