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 | $82,657 | $85,766-3.6% | $136,294-39.4% | $70,131+17.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,719 | $2,966-8.3% | $4,695-42.1% | $2,342+16.1% |
| Participant deferral / active EE | $6,825 | $5,051+35.1% | $6,247+9.3% | $3,332+104.9% |
| Admin fee / account holder | $753 | $5,420-86.1% | $9,243-91.9% | $4,645-83.8% |