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 | $74,644 | $67,606+10.4% | $82,313-9.3% | $70,131+6.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 16.49% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,770 | $1,755+114.9% | $2,428+55.3% | $2,342+61.0% |
| Participant deferral / active EE | $4,943 | $2,987+65.5% | $3,706+33.4% | $3,332+48.4% |
| Admin fee / account holder | $3,807 | $4,512-15.6% | $5,608-32.1% | $4,645-18.0% |