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 | $85,563 | $93,571-8.6% | $135,903-37.0% | $75,163+13.8% |
| Participation rate | 92.6% | 75.2%+17.5pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.66% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,891 | $3,537-18.3% | $4,856-40.5% | $2,670+8.3% |
| Participant deferral / active EE | $5,432 | $6,404-15.2% | $7,758-30.0% | $4,125+31.7% |
| Admin fee / account holder | $4,512 | $6,975-35.3% | $10,762-58.1% | $5,651-20.2% |