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 | $84,939 | $87,870-3.3% | $113,168-24.9% | $74,304+14.3% |
| Participation rate | 91.7% | 70.7%+20.9pp | 76.6%+15.1pp | 60.3%+31.3pp |
| Annual return | 14.70% | 26.44%-11.7pp | 24.27%-9.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,283 | $2,277+44.2% | $2,975+10.4% | $2,241+46.5% |
| Participant deferral / active EE | $6,846 | $4,241+61.4% | $5,107+34.1% | $3,767+81.7% |
| Admin fee / account holder | $4,394 | $3,368+30.5% | $12,068-63.6% | $2,969+48.0% |