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 | $79,648 | $73,933+7.7% | $96,683-17.6% | $75,163+6.0% |
| Participation rate | 84.8% | 66.4%+18.4pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 15.90% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,746 | $2,928+130.4% | $3,737+80.5% | $2,670+152.7% |
| Participant deferral / active EE | $7,419 | $3,659+102.8% | $4,878+52.1% | $4,125+79.9% |
| Admin fee / account holder | $2,763 | $5,216-47.0% | $6,730-58.9% | $5,651-51.1% |