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 | $81,696 | $89,355-8.6% | $141,162-42.1% | $72,985+11.9% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 21.77% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,882 | $3,114-7.5% | $4,735-39.1% | $2,440+18.1% |
| Participant deferral / active EE | $5,156 | $5,418-4.8% | $6,709-23.2% | $3,607+42.9% |
| Admin fee / account holder | $3,992 | $5,958-33.0% | $10,261-61.1% | $5,124-22.1% |