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 | $58,953 | $60,349-2.3% | $74,183-20.5% | $62,891-6.3% |
| Participation rate | 83.7% | 72.7%+11.0pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 8.11% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,154 | $1,680+28.2% | $2,370-9.1% | $2,281-5.6% |
| Participant deferral / active EE | $3,712 | $2,856+30.0% | $3,550+4.6% | $3,203+15.9% |
| Admin fee / account holder | $687 | $4,261-83.9% | $5,586-87.7% | $4,296-84.0% |