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 | $95,836 | $109,359-12.4% | $162,163-40.9% | $72,985+31.3% |
| Participation rate | 89.3% | 84.3%+5.0pp | 87.6%+1.7pp | 69.5%+19.8pp |
| Annual return | 32.35% | 25.46%+6.9pp | 115.59%-83.2pp | 81.00%-48.7pp |
| Employer contribution / active EE | $5,048 | $3,907+29.2% | $5,614-10.1% | $2,440+106.9% |
| Participant deferral / active EE | $2,834 | $5,481-48.3% | $7,298-61.2% | $3,607-21.4% |
| Admin fee / account holder | $5,802 | $7,972-27.2% | $10,843-46.5% | $5,124+13.2% |