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 | $86,999 | $65,041+33.8% | $90,951-4.3% | $79,858+8.9% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.0%+2.8pp | 69.6%+2.2pp |
| Annual return | 18.68% | 30.45%-11.8pp | 134.60%-115.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $949 | $1,247-23.9% | $2,122-55.3% | $2,471-61.6% |
| Participant deferral / active EE | $4,586 | $2,512+82.6% | $3,373+36.0% | $3,740+22.6% |
| Admin fee / account holder | $1,898 | $4,536-58.2% | $5,959-68.2% | $5,306-64.2% |