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 | $72,833 | $62,586+16.4% | $76,768-5.1% | $64,186+13.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 77.0%-2.4pp | 69.6%+5.0pp |
| Annual return | 13.63% | -1.95%+15.6pp | 2.43%+11.2pp | 7.63%+6.0pp |
| Employer contribution / active EE | $4,005 | $1,832+118.6% | $2,485+61.1% | $2,381+68.2% |
| Participant deferral / active EE | $4,018 | $3,145+27.8% | $3,852+4.3% | $3,470+15.8% |
| Admin fee / account holder | $1,199 | $4,667-74.3% | $6,675-82.0% | $4,888-75.5% |