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 | $97,712 | $76,552+27.6% | $123,892-21.1% | $62,891+55.4% |
| Participation rate | 95.5% | 73.0%+22.5pp | 81.4%+14.0pp | 69.3%+26.1pp |
| Annual return | 13.18% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,843 | $2,883-1.4% | $4,617-38.4% | $2,281+24.7% |
| Participant deferral / active EE | $5,967 | $4,840+23.3% | $5,984-0.3% | $3,203+86.3% |
| Admin fee / account holder | $337 | $4,826-93.0% | $8,357-96.0% | $4,296-92.2% |