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 | $92,920 | $109,413-15.1% | $156,263-40.5% | $84,808+9.6% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 18.10% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,881 | $2,907+33.5% | $4,333-10.4% | $2,631+47.5% |
| Participant deferral / active EE | $5,135 | $4,590+11.9% | $6,158-16.6% | $4,212+21.9% |
| Admin fee / account holder | $1,521 | $9,357-83.7% | $14,255-89.3% | $7,344-79.3% |