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 | $92,543 | $78,422+18.0% | $95,952-3.6% | $79,858+15.9% |
| Participation rate | 93.6% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+24.0pp |
| Annual return | 11.97% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,011 | $1,945+3.4% | $2,541-20.9% | $2,471-18.6% |
| Participant deferral / active EE | $5,231 | $3,440+52.1% | $4,167+25.5% | $3,740+39.9% |
| Admin fee / account holder | $3,797 | $5,622-32.5% | $6,795-44.1% | $5,306-28.4% |