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 | $84,354 | $80,968+4.2% | $96,544-12.6% | $75,163+12.2% |
| Participation rate | 89.2% | 71.8%+17.4pp | 76.0%+13.2pp | 67.2%+22.0pp |
| Annual return | 13.53% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,917 | $2,282+203.1% | $2,965+133.3% | $2,670+159.1% |
| Participant deferral / active EE | $3,858 | $3,928-1.8% | $4,851-20.5% | $4,125-6.5% |
| Admin fee / account holder | $1,772 | $6,724-73.7% | $8,252-78.5% | $5,651-68.6% |