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 | $80,021 | $72,492+10.4% | $87,100-8.1% | $72,985+9.6% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 23.66% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $5,879 | $1,894+210.4% | $2,521+133.2% | $2,440+141.0% |
| Participant deferral / active EE | $3,869 | $3,270+18.3% | $4,049-4.4% | $3,607+7.2% |
| Admin fee / account holder | $2,656 | $5,055-47.5% | $7,497-64.6% | $5,124-48.2% |