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 | $84,708 | $101,724-16.7% | $164,813-48.6% | $80,856+4.8% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 19.60% | 16.72%+2.9pp | 69.93%-50.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,771 | $2,953-6.2% | $4,341-36.2% | $2,755+0.6% |
| Participant deferral / active EE | $5,955 | $4,477+33.0% | $6,031-1.3% | $4,296+38.6% |
| Admin fee / account holder | $14,615 | $8,227+77.6% | $12,690+15.2% | $6,918+111.3% |