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 | $90,531 | $69,515+30.2% | $86,874+4.2% | $85,850+5.5% |
| Participation rate | 80.4% | 66.3%+14.0pp | 71.6%+8.7pp | 69.3%+11.0pp |
| Annual return | 12.99% | 20.12%-7.1pp | 63.52%-50.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,861 | $1,880-1.0% | $2,495-25.4% | $2,565-27.5% |
| Participant deferral / active EE | $5,383 | $2,919+84.4% | $3,699+45.5% | $3,952+36.2% |
| Admin fee / account holder | $2,436 | $5,972-59.2% | $5,828-58.2% | $6,260-61.1% |