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 | $86,955 | $67,606+28.6% | $82,313+5.6% | $70,131+24.0% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 16.56% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,333 | $1,755-24.0% | $2,428-45.1% | $2,342-43.1% |
| Participant deferral / active EE | $4,194 | $2,987+40.4% | $3,706+13.2% | $3,332+25.9% |
| Admin fee / account holder | $437 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |