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 | $103,051 | $98,240+4.9% | $82,313+25.2% | $147,584-30.2% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 16.52% | 30.85%-14.3pp | 25.88%-9.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,791 | $3,192-43.9% | $2,428-26.3% | $4,876-63.3% |
| Participant deferral / active EE | $7,244 | $4,383+65.3% | $3,706+95.5% | $5,439+33.2% |
| Admin fee / account holder | $20,217 | $8,563+136.1% | $5,608+260.5% | $10,885+85.7% |