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 | $81,739 | $80,717+1.3% | $154,803-47.2% | $84,808-3.6% |
| Participation rate | 96.5% | 66.8%+29.7pp | 78.1%+18.4pp | 68.3%+28.2pp |
| Annual return | 15.72% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,749 | $2,761-0.4% | $4,305-36.2% | $2,631+4.5% |
| Participant deferral / active EE | $6,684 | $3,303+102.4% | $5,540+20.6% | $4,212+58.7% |
| Admin fee / account holder | $2,169 | $6,746-67.8% | $14,329-84.9% | $7,344-70.5% |