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 | $80,666 | $76,552+5.4% | $123,892-34.9% | $62,891+28.3% |
| Participation rate | 85.5% | 73.0%+12.5pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,194 | $2,883+45.5% | $4,617-9.2% | $2,281+83.9% |
| Participant deferral / active EE | $4,828 | $4,840-0.2% | $5,984-19.3% | $3,203+50.7% |
| Admin fee / account holder | $5,187 | $4,826+7.5% | $8,357-37.9% | $4,296+20.8% |