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 | $89,552 | $73,933+21.1% | $96,683-7.4% | $75,163+19.1% |
| Participation rate | 87.1% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+19.9pp |
| Annual return | 16.64% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,323 | $2,928-20.7% | $3,737-37.8% | $2,670-13.0% |
| Participant deferral / active EE | $6,652 | $3,659+81.8% | $4,878+36.4% | $4,125+61.3% |
| Admin fee / account holder | $3,359 | $5,216-35.6% | $6,730-50.1% | $5,651-40.6% |