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 | $88,526 | $93,571-5.4% | $135,903-34.9% | $75,163+17.8% |
| Participation rate | 90.8% | 75.2%+15.6pp | 81.9%+8.9pp | 67.2%+23.6pp |
| Annual return | 23.99% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $3,777 | $3,537+6.8% | $4,856-22.2% | $2,670+41.5% |
| Participant deferral / active EE | $4,294 | $6,404-32.9% | $7,758-44.6% | $4,125+4.1% |
| Admin fee / account holder | $7,511 | $6,975+7.7% | $10,762-30.2% | $5,651+32.9% |