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 | $99,148 | $86,286+14.9% | $111,297-10.9% | $85,850+15.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 13.75% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,883 | $2,043-7.9% | $2,731-31.1% | $2,565-26.6% |
| Participant deferral / active EE | $5,676 | $3,641+55.9% | $4,487+26.5% | $3,952+43.6% |
| Admin fee / account holder | $9,705 | $8,188+18.5% | $7,964+21.9% | $6,260+55.0% |