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 | $95,598 | $77,314+23.6% | $177,989-46.3% | $80,856+18.2% |
| Participation rate | 92.1% | 65.7%+26.4pp | 77.1%+15.0pp | 67.6%+24.5pp |
| Annual return | 13.68% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,321 | $2,292+1.3% | $3,949-41.2% | $2,755-15.7% |
| Participant deferral / active EE | $4,151 | $4,411-5.9% | $6,276-33.9% | $4,296-3.4% |
| Admin fee / account holder | $1,538 | $7,191-78.6% | $10,363-85.2% | $6,918-77.8% |