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 | $74,197 | $73,933+0.4% | $96,683-23.3% | $75,163-1.3% |
| Participation rate | 89.8% | 66.4%+23.4pp | 74.3%+15.5pp | 67.2%+22.6pp |
| Annual return | 17.35% | 26.70%-9.4pp | 35.69%-18.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,013 | $2,928-65.4% | $3,737-72.9% | $2,670-62.0% |
| Participant deferral / active EE | $6,154 | $3,659+68.2% | $4,878+26.1% | $4,125+49.2% |
| Admin fee / account holder | $921 | $5,216-82.3% | $6,730-86.3% | $5,651-83.7% |