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 | $112,511 | $89,355+25.9% | $141,162-20.3% | $72,985+54.2% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 23.33% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,966 | $3,114-4.8% | $4,735-37.4% | $2,440+21.6% |
| Participant deferral / active EE | $6,843 | $5,418+26.3% | $6,709+2.0% | $3,607+89.7% |
| Admin fee / account holder | $1,006 | $5,958-83.1% | $10,261-90.2% | $5,124-80.4% |