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 | $98,552 | $111,754-11.8% | $103,333-4.6% | $145,922-32.5% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 23.70% | 24.77%-1.1pp | 24.88%-1.2pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,959 | $4,212-29.8% | $3,868-23.5% | $4,660-36.5% |
| Participant deferral / active EE | $6,454 | $5,619+14.9% | $5,057+27.6% | $6,688-3.5% |
| Admin fee / account holder | $5,407 | $9,750-44.5% | $8,355-35.3% | $13,397-59.6% |