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 | $85,264 | $78,422+8.7% | $95,952-11.1% | $79,858+6.8% |
| Participation rate | 84.1% | 73.5%+10.6pp | 77.1%+7.0pp | 69.6%+14.5pp |
| Annual return | 11.67% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,078 | $1,945+6.8% | $2,541-18.2% | $2,471-15.9% |
| Participant deferral / active EE | $3,742 | $3,440+8.8% | $4,167-10.2% | $3,740+0.1% |
| Admin fee / account holder | $7,672 | $5,622+36.5% | $6,795+12.9% | $5,306+44.6% |