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 | $94,226 | $72,492+30.0% | $87,100+8.2% | $72,985+29.1% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 20.75% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $752 | $1,894-60.3% | $2,521-70.2% | $2,440-69.2% |
| Participant deferral / active EE | $4,196 | $3,270+28.3% | $4,049+3.6% | $3,607+16.3% |
| Admin fee / account holder | $1,603 | $5,055-68.3% | $7,497-78.6% | $5,124-68.7% |