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 | $90,632 | $73,933+22.6% | $96,683-6.3% | $75,163+20.6% |
| Participation rate | 78.0% | 66.4%+11.6pp | 74.3%+3.7pp | 67.2%+10.9pp |
| Annual return | 15.05% | 26.70%-11.7pp | 35.69%-20.6pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,981 | $2,928+1.8% | $3,737-20.2% | $2,670+11.7% |
| Participant deferral / active EE | $6,402 | $3,659+75.0% | $4,878+31.2% | $4,125+55.2% |
| Admin fee / account holder | $1,695 | $5,216-67.5% | $6,730-74.8% | $5,651-70.0% |