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 | $75,204 | $66,098+13.8% | $101,794-26.1% | $74,304+1.2% |
| Participation rate | 98.2% | 53.8%+44.5pp | 69.2%+29.1pp | 60.3%+37.9pp |
| Annual return | 16.26% | 19.59%-3.3pp | 30.53%-14.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,049 | $1,082+89.5% | $2,289-10.5% | $2,241-8.6% |
| Participant deferral / active EE | $5,425 | $2,781+95.1% | $4,084+32.8% | $3,767+44.0% |
| Admin fee / account holder | $4,078 | $4,146-1.6% | $8,777-53.5% | $2,969+37.4% |