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 | $84,099 | $86,929-3.3% | $102,423-17.9% | $80,856+4.0% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.2pp |
| Annual return | 13.32% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,474 | $2,369+4.4% | $3,023-18.2% | $2,755-10.2% |
| Participant deferral / active EE | $6,425 | $4,118+56.0% | $5,053+27.2% | $4,296+49.6% |
| Admin fee / account holder | $3,090 | $8,049-61.6% | $9,451-67.3% | $6,918-55.3% |