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 | $81,749 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 13.70% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,186 | $3,713-14.2% | $4,933-35.4% | $2,755+15.7% |
| Participant deferral / active EE | $8,067 | $6,644+21.4% | $8,0700% | $4,296+87.8% |
| Admin fee / account holder | $3,782 | $7,941-52.4% | $12,998-70.9% | $6,918-45.3% |