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 | $61,970 | $80,717-23.2% | $154,803-60.0% | $84,808-26.9% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 13.76% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,756 | $2,761-0.2% | $4,305-36.0% | $2,631+4.8% |
| Participant deferral / active EE | $4,446 | $3,303+34.6% | $5,540-19.8% | $4,212+5.6% |
| Admin fee / account holder | $8,238 | $6,746+22.1% | $14,329-42.5% | $7,344+12.2% |