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 | $75,568 | $101,724-25.7% | $164,813-54.1% | $80,856-6.5% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 23.57% | 16.72%+6.9pp | 69.93%-46.4pp | 35.59%-12.0pp |
| Employer contribution / active EE | $2,601 | $2,953-12.0% | $4,341-40.1% | $2,755-5.6% |
| Participant deferral / active EE | $5,177 | $4,477+15.6% | $6,031-14.2% | $4,296+20.5% |
| Admin fee / account holder | $9,297 | $8,227+13.0% | $12,690-26.7% | $6,918+34.4% |