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 | $89,685 | $74,927+19.7% | $101,794-11.9% | $84,808+5.8% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 13.11% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,297 | $1,522-14.8% | $2,289-43.3% | $2,631-50.7% |
| Participant deferral / active EE | $5,679 | $3,099+83.3% | $4,084+39.1% | $4,212+34.9% |
| Admin fee / account holder | $6,509 | $6,514-0.1% | $8,777-25.8% | $7,344-11.4% |