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 | $90,761 | $94,625-4.1% | $116,228-21.9% | $84,808+7.0% |
| Participation rate | 90.7% | 70.4%+20.2pp | 74.6%+16.1pp | 68.3%+22.4pp |
| Annual return | 15.64% | 20.40%-4.8pp | 90.06%-74.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,501 | $2,347+6.6% | $2,994-16.5% | $2,631-4.9% |
| Participant deferral / active EE | $6,562 | $3,972+65.2% | $4,953+32.5% | $4,212+55.8% |
| Admin fee / account holder | $2,133 | $10,091-78.9% | $11,989-82.2% | $7,344-71.0% |