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 | $89,626 | $83,477+7.4% | $125,175-28.4% | $72,985+22.8% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 20.73% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,737 | $2,345+16.7% | $3,865-29.2% | $2,440+12.2% |
| Participant deferral / active EE | $5,188 | $3,585+44.7% | $4,937+5.1% | $3,607+43.8% |
| Admin fee / account holder | $880 | $5,517-84.1% | $9,702-90.9% | $5,124-82.8% |