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 | $85,219 | $77,813+9.5% | $123,544-31.0% | $64,186+32.8% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | 17.47% | 12.48%+5.0pp | 119.20%-101.7pp | 7.63%+9.8pp |
| Employer contribution / active EE | $2,195 | $3,014-27.2% | $4,628-52.6% | $2,381-7.8% |
| Participant deferral / active EE | $5,776 | $5,240+10.2% | $6,426-10.1% | $3,470+66.5% |
| Admin fee / account holder | $6,237 | $5,519+13.0% | $9,284-32.8% | $4,888+27.6% |