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 | $87,833 | $89,355-1.7% | $141,162-37.8% | $72,985+20.3% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 23.71% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,953 | $3,114-5.2% | $4,735-37.6% | $2,440+21.0% |
| Participant deferral / active EE | $4,611 | $5,418-14.9% | $6,709-31.3% | $3,607+27.8% |
| Admin fee / account holder | $3,257 | $5,958-45.3% | $10,261-68.3% | $5,124-36.4% |