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 | $84,288 | $87,870-4.1% | $113,168-25.5% | $74,304+13.4% |
| Participation rate | 87.4% | 70.7%+16.6pp | 76.6%+10.8pp | 60.3%+27.0pp |
| Annual return | 14.51% | 26.44%-11.9pp | 24.27%-9.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $3,393 | $2,277+49.0% | $2,975+14.0% | $2,241+51.4% |
| Participant deferral / active EE | $5,577 | $4,241+31.5% | $5,107+9.2% | $3,767+48.0% |
| Admin fee / account holder | $4,817 | $3,368+43.0% | $12,068-60.1% | $2,969+62.3% |