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 | $83,898 | $83,477+0.5% | $125,175-33.0% | $72,985+15.0% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 20.94% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $5,031 | $2,345+114.5% | $3,865+30.2% | $2,440+106.2% |
| Participant deferral / active EE | $5,180 | $3,585+44.5% | $4,937+4.9% | $3,607+43.6% |
| Admin fee / account holder | $4,450 | $5,517-19.3% | $9,702-54.1% | $5,124-13.2% |