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 | $129,257 | $138,347-6.6% | $184,203-29.8% | $80,856+59.9% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 12.88% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,071 | $4,850+25.2% | $6,427-5.5% | $2,755+120.4% |
| Participant deferral / active EE | $6,718 | $7,071-5.0% | $9,131-26.4% | $4,296+56.4% |
| Admin fee / account holder | $2,252 | $10,483-78.5% | $13,901-83.8% | $6,918-67.4% |