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 | $92,304 | $89,753+2.8% | $107,525-14.2% | $84,808+8.8% |
| Participation rate | 86.1% | 68.1%+18.1pp | 75.1%+11.0pp | 68.3%+17.8pp |
| Annual return | 24.90% | 29.48%-4.6pp | 181.32%-156.4pp | 40.90%-16.0pp |
| Employer contribution / active EE | $3,200 | $3,113+2.8% | $3,754-14.7% | $2,631+21.6% |
| Participant deferral / active EE | $7,385 | $4,056+82.1% | $5,116+44.4% | $4,212+75.3% |
| Admin fee / account holder | $3,384 | $7,222-53.1% | $8,919-62.1% | $7,344-53.9% |