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 | $89,036 | $148,978-40.2% | $200,582-55.6% | $84,808+5.0% |
| Participation rate | 94.9% | 84.2%+10.7pp | 86.9%+8.1pp | 68.3%+26.6pp |
| Annual return | 18.33% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,944 | $4,815-18.1% | $6,419-38.6% | $2,631+49.9% |
| Participant deferral / active EE | $5,737 | $7,142-19.7% | $9,331-38.5% | $4,212+36.2% |
| Admin fee / account holder | $9,683 | $13,977-30.7% | $16,305-40.6% | $7,344+31.9% |