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 | $84,996 | $87,013-2.3% | $106,213-20.0% | $80,856+5.1% |
| Participation rate | 77.6% | 70.4%+7.2pp | 75.3%+2.4pp | 67.6%+10.0pp |
| Annual return | 16.17% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,255 | $2,395+35.9% | $3,171+2.6% | $2,755+18.2% |
| Participant deferral / active EE | $6,753 | $3,986+69.4% | $5,016+34.6% | $4,296+57.2% |
| Admin fee / account holder | $14,826 | $8,431+75.8% | $11,033+34.4% | $6,918+114.3% |