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 | $109,686 | $109,413+0.2% | $156,263-29.8% | $84,808+29.3% |
| Participation rate | 89.3% | 72.7%+16.6pp | 78.9%+10.4pp | 68.3%+21.0pp |
| Annual return | 17.02% | 20.18%-3.2pp | 59.47%-42.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,928 | $2,907+138.3% | $4,333+59.9% | $2,631+163.3% |
| Participant deferral / active EE | $4,277 | $4,590-6.8% | $6,158-30.5% | $4,212+1.6% |
| Admin fee / account holder | $706 | $9,357-92.5% | $14,255-95.0% | $7,344-90.4% |