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 | $75,971 | $85,766-11.4% | $136,294-44.3% | $70,131+8.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 14.86% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,024 | $2,966+35.7% | $4,695-14.3% | $2,342+71.8% |
| Participant deferral / active EE | $7,914 | $5,051+56.7% | $6,247+26.7% | $3,332+137.5% |
| Admin fee / account holder | $4,492 | $5,420-17.1% | $9,243-51.4% | $4,645-3.3% |