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 | $87,765 | $93,571-6.2% | $135,903-35.4% | $75,163+16.8% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,753 | $3,537-22.2% | $4,856-43.3% | $2,670+3.1% |
| Participant deferral / active EE | $7,882 | $6,404+23.1% | $7,758+1.6% | $4,125+91.1% |
| Admin fee / account holder | $2,020 | $6,975-71.0% | $10,762-81.2% | $5,651-64.2% |