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 | $85,795 | $73,933+16.0% | $96,683-11.3% | $75,163+14.1% |
| Participation rate | 76.7% | 66.4%+10.3pp | 74.3%+2.4pp | 67.2%+9.5pp |
| Annual return | 16.20% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,408 | $2,928-17.8% | $3,737-35.6% | $2,670-9.8% |
| Participant deferral / active EE | $5,306 | $3,659+45.0% | $4,878+8.8% | $4,125+28.6% |
| Admin fee / account holder | $15,729 | $5,216+201.5% | $6,730+133.7% | $5,651+178.3% |