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 | $76,617 | $76,552+0.1% | $123,892-38.2% | $62,891+21.8% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,523 | $2,883+56.9% | $4,617-2.0% | $2,281+98.3% |
| Participant deferral / active EE | $2,434 | $4,840-49.7% | $5,984-59.3% | $3,203-24.0% |
| Admin fee / account holder | $420 | $4,826-91.3% | $8,357-95.0% | $4,296-90.2% |