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 | $90,065 | $106,749-15.6% | $145,433-38.1% | $82,448+9.2% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.1%+16.4pp | 68.1%+30.5pp |
| Annual return | 23.60% | 27.59%-4.0pp | 66.58%-43.0pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,435 | $3,444-58.3% | $4,554-68.5% | $2,551-43.7% |
| Participant deferral / active EE | $14,338 | $6,519+119.9% | $7,897+81.5% | $4,139+246.4% |
| Admin fee / account holder | $6,167 | $8,390-26.5% | $13,129-53.0% | $7,234-14.8% |