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 | $76,794 | $118,450-35.2% | $98,439-22.0% | $139,434-44.9% |
| Participation rate | 86.4% | 77.4%+8.9pp | 75.2%+11.2pp | 80.3%+6.0pp |
| Annual return | 18.36% | 18.94%-0.6pp | 21.16%-2.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,932 | $3,609-46.5% | $3,048-36.6% | $4,751-59.3% |
| Participant deferral / active EE | $6,086 | $5,392+12.9% | $4,738+28.5% | $6,710-9.3% |
| Admin fee / account holder | $5,679 | $14,026-59.5% | $8,948-36.5% | $11,403-50.2% |