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 | $82,496 | $108,825-24.2% | $156,181-47.2% | $82,448+0.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.1pp | 68.1%+23.9pp |
| Annual return | 18.51% | 20.59%-2.1pp | 64.87%-46.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,513 | $2,870+57.3% | $4,294+5.1% | $2,551+76.9% |
| Participant deferral / active EE | $7,557 | $4,577+65.1% | $6,132+23.2% | $4,139+82.6% |
| Admin fee / account holder | $3,524 | $9,341-62.3% | $14,586-75.8% | $7,234-51.3% |