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 | $83,349 | $73,933+12.7% | $96,683-13.8% | $75,163+10.9% |
| Participation rate | 89.0% | 66.4%+22.6pp | 74.3%+14.7pp | 67.2%+21.8pp |
| Annual return | 15.60% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,979 | $2,928+35.9% | $3,737+6.5% | $2,670+49.0% |
| Participant deferral / active EE | $4,699 | $3,659+28.4% | $4,878-3.7% | $4,125+13.9% |
| Admin fee / account holder | $730 | $5,216-86.0% | $6,730-89.1% | $5,651-87.1% |