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 | $78,476 | $125,758-37.6% | $169,993-53.8% | $75,163+4.4% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 18.30% | 27.20%-8.9pp | 53.37%-35.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,986 | $4,615-35.3% | $6,785-56.0% | $2,670+11.8% |
| Participant deferral / active EE | $5,312 | $6,837-22.3% | $10,408-49.0% | $4,125+28.8% |
| Admin fee / account holder | $1,836 | $8,173-77.5% | $12,815-85.7% | $5,651-67.5% |