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 | $86,153 | $95,453-9.7% | $112,040-23.1% | $82,448+4.5% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 21.14% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,628 | $2,318+13.4% | $2,954-11.0% | $2,551+3.0% |
| Participant deferral / active EE | $6,380 | $4,224+51.1% | $5,098+25.2% | $4,139+54.1% |
| Admin fee / account holder | $8,538 | $9,013-5.3% | $12,098-29.4% | $7,234+18.0% |