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 | $86,966 | $73,933+17.6% | $96,683-10.0% | $75,163+15.7% |
| Participation rate | 82.9% | 66.4%+16.4pp | 74.3%+8.5pp | 67.2%+15.7pp |
| Annual return | 16.12% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $6,411 | $2,928+119.0% | $3,737+71.6% | $2,670+140.1% |
| Participant deferral / active EE | $3,334 | $3,659-8.9% | $4,878-31.7% | $4,125-19.2% |
| Admin fee / account holder | $2,478 | $5,216-52.5% | $6,730-63.2% | $5,651-56.1% |