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 | $96,405 | $101,724-5.2% | $164,813-41.5% | $80,856+19.2% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.8pp |
| Annual return | 14.89% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,613 | $2,953+22.3% | $4,341-16.8% | $2,755+31.1% |
| Participant deferral / active EE | $6,682 | $4,477+49.2% | $6,031+10.8% | $4,296+55.5% |
| Admin fee / account holder | $655 | $8,227-92.0% | $12,690-94.8% | $6,918-90.5% |