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 | $82,907 | $79,944+3.7% | $98,439-15.8% | $75,163+10.3% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.2%+20.4pp | 67.2%+28.4pp |
| Annual return | 14.91% | 19.75%-4.8pp | 21.16%-6.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $6,674 | $2,264+194.8% | $3,048+119.0% | $2,670+150.0% |
| Participant deferral / active EE | $4,769 | $3,752+27.1% | $4,738+0.7% | $4,125+15.6% |
| Admin fee / account holder | $4,753 | $6,840-30.5% | $8,948-46.9% | $5,651-15.9% |