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 | $116,040 | $123,793-6.3% | $177,821-34.7% | $79,858+45.3% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 17.65% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,452 | $4,095-15.7% | $5,918-41.7% | $2,471+39.7% |
| Participant deferral / active EE | $6,528 | $5,956+9.6% | $7,714-15.4% | $3,740+74.5% |
| Admin fee / account holder | $908 | $7,243-87.5% | $12,427-92.7% | $5,306-82.9% |