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 | $57,342 | $87,013-34.1% | $106,213-46.0% | $80,856-29.1% |
| Participation rate | 89.2% | 70.4%+18.8pp | 75.3%+13.9pp | 67.6%+21.6pp |
| Annual return | 15.65% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,846 | $2,395+60.6% | $3,171+21.3% | $2,755+39.6% |
| Participant deferral / active EE | $2,367 | $3,986-40.6% | $5,016-52.8% | $4,296-44.9% |
| Admin fee / account holder | $8,284 | $8,431-1.8% | $11,033-24.9% | $6,918+19.7% |