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 | $88,598 | $98,240-9.8% | $82,313+7.6% | $147,584-40.0% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 12.23% | 30.85%-18.6pp | 25.88%-13.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,445 | $3,192+8.0% | $2,428+41.9% | $4,876-29.3% |
| Participant deferral / active EE | $5,011 | $4,383+14.3% | $3,706+35.2% | $5,439-7.9% |
| Admin fee / account holder | $6,994 | $8,563-18.3% | $5,608+24.7% | $10,885-35.8% |