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 | $93,284 | $89,355+4.4% | $141,162-33.9% | $72,985+27.8% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 21.22% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,985 | $3,114-4.2% | $4,735-37.0% | $2,440+22.3% |
| Participant deferral / active EE | $5,266 | $5,418-2.8% | $6,709-21.5% | $3,607+46.0% |
| Admin fee / account holder | $843 | $5,958-85.8% | $10,261-91.8% | $5,124-83.5% |