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 | $95,391 | $72,277+32.0% | $101,248-5.8% | $79,858+19.5% |
| Participation rate | 89.4% | 68.5%+20.9pp | 75.8%+13.6pp | 69.6%+19.8pp |
| Annual return | 15.25% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $832 | $2,692-69.1% | $3,660-77.3% | $2,471-66.3% |
| Participant deferral / active EE | $5,730 | $3,282+74.6% | $4,370+31.1% | $3,740+53.2% |
| Admin fee / account holder | $2,768 | $4,400-37.1% | $5,945-53.4% | $5,306-47.8% |