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 | $80,862 | $85,766-5.7% | $136,294-40.7% | $70,131+15.3% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 17.10% | 31.45%-14.4pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,222 | $2,966+42.3% | $4,695-10.1% | $2,342+80.2% |
| Participant deferral / active EE | $4,134 | $5,051-18.2% | $6,247-33.8% | $3,332+24.1% |
| Admin fee / account holder | $1,579 | $5,420-70.9% | $9,243-82.9% | $4,645-66.0% |