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 | $57,140 | $87,013-34.3% | $106,213-46.2% | $80,856-29.3% |
| Participation rate | 81.1% | 70.4%+10.7pp | 75.3%+5.9pp | 67.6%+13.5pp |
| Annual return | 18.23% | 17.05%+1.2pp | 116.14%-97.9pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,591 | $2,395+8.2% | $3,171-18.3% | $2,755-5.9% |
| Participant deferral / active EE | $6,492 | $3,986+62.9% | $5,016+29.4% | $4,296+51.1% |
| Admin fee / account holder | $1,428 | $8,431-83.1% | $11,033-87.1% | $6,918-79.4% |