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 6-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 | $96,506 | $109,413-11.8% | $156,263-38.2% | $84,808+13.8% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 16.41% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,643 | $2,907-9.1% | $4,333-39.0% | $2,631+0.5% |
| Participant deferral / active EE | $5,462 | $4,590+19.0% | $6,158-11.3% | $4,212+29.7% |
| Admin fee / account holder | $8,194 | $9,357-12.4% | $14,255-42.5% | $7,344+11.6% |