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 | $91,130 | $101,724-10.4% | $164,813-44.7% | $80,856+12.7% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.5pp |
| Annual return | 18.69% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5,347 | $2,953+81.1% | $4,341+23.2% | $2,755+94.1% |
| Participant deferral / active EE | $4,073 | $4,477-9.0% | $6,031-32.5% | $4,296-5.2% |
| Admin fee / account holder | $9,430 | $8,227+14.6% | $12,690-25.7% | $6,918+36.3% |