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 | $90,984 | $95,803-5.0% | $113,168-19.6% | $84,808+7.3% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 13.84% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,448 | $2,360+3.7% | $2,975-17.7% | $2,631-7.0% |
| Participant deferral / active EE | $5,631 | $4,242+32.7% | $5,107+10.3% | $4,212+33.7% |
| Admin fee / account holder | $395 | $8,989-95.6% | $12,068-96.7% | $7,344-94.6% |