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 | $87,717 | $94,625-7.3% | $116,228-24.5% | $84,808+3.4% |
| Participation rate | 77.6% | 70.4%+7.2pp | 74.6%+3.1pp | 68.3%+9.3pp |
| Annual return | 14.68% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,203 | $2,347+36.5% | $2,994+7.0% | $2,631+21.7% |
| Participant deferral / active EE | $3,540 | $3,972-10.9% | $4,953-28.5% | $4,212-15.9% |
| Admin fee / account holder | $10,056 | $10,091-0.4% | $11,989-16.1% | $7,344+36.9% |