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 | $72,094 | $67,606+6.6% | $82,313-12.4% | $70,131+2.8% |
| Participation rate | 88.8% | 72.8%+16.0pp | 76.9%+11.9pp | 69.5%+19.2pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $776 | $1,755-55.8% | $2,428-68.1% | $2,342-66.9% |
| Participant deferral / active EE | $1,883 | $2,987-37.0% | $3,706-49.2% | $3,332-43.5% |
| Admin fee / account holder | $5,214 | $4,512+15.6% | $5,608-7.0% | $4,645+12.2% |