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 | $86,619 | $45,073+92.2% | $69,455+24.7% | $72,985+18.7% |
| Participation rate | 95.5% | 68.5%+27.0pp | 74.6%+20.8pp | 69.5%+26.0pp |
| Annual return | 20.03% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,363 | $2,054-33.6% | $2,779-50.9% | $2,440-44.1% |
| Participant deferral / active EE | $2,616 | $2,602+0.5% | $3,535-26.0% | $3,607-27.5% |
| Admin fee / account holder | $1,921 | $3,056-37.1% | $3,839-50.0% | $5,124-62.5% |