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 | $88,599 | $98,750-10.3% | $149,696-40.8% | $79,858+10.9% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.6%+19.5pp |
| Annual return | 19.54% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,747 | $3,216+109.8% | $4,644+45.3% | $2,471+173.1% |
| Participant deferral / active EE | $7,961 | $5,680+40.2% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $3,064 | $6,053-49.4% | $9,309-67.1% | $5,306-42.3% |