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 | $89,928 | $72,492+24.1% | $87,100+3.2% | $72,985+23.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 17.21% | 24.46%-7.2pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $720 | $1,894-62.0% | $2,521-71.5% | $2,440-70.5% |
| Participant deferral / active EE | $4,553 | $3,270+39.3% | $4,049+12.5% | $3,607+26.2% |
| Admin fee / account holder | $19,847 | $5,055+292.6% | $7,497+164.7% | $5,124+287.3% |