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 | $53,160 | $52,681+0.9% | $75,781-29.9% | $59,632-10.9% |
| Participation rate | 79.2% | 67.2%+12.0pp | 75.8%+3.4pp | 68.7%+10.6pp |
| Annual return | 13.82% | 2.95%+10.9pp | 9.68%+4.1pp | 2041.28%-2027.5pp |
| Employer contribution / active EE | $2,107 | $2,193-3.9% | $3,323-36.6% | $2,203-4.3% |
| Participant deferral / active EE | $5,053 | $2,591+95.0% | $3,651+38.4% | $3,192+58.3% |
| Admin fee / account holder | $4,884 | $3,610+35.3% | $5,299-7.8% | $4,297+13.7% |