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 | $88,894 | $93,571-5.0% | $135,903-34.6% | $75,163+18.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 19.82% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,712 | $3,537-23.3% | $4,856-44.2% | $2,670+1.6% |
| Participant deferral / active EE | $8,346 | $6,404+30.3% | $7,758+7.6% | $4,125+102.3% |
| Admin fee / account holder | $1,321 | $6,975-81.1% | $10,762-87.7% | $5,651-76.6% |