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 | $76,891 | $93,571-17.8% | $135,903-43.4% | $75,163+2.3% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.23%-50.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,149 | $3,537-11.0% | $4,856-35.2% | $2,670+17.9% |
| Participant deferral / active EE | $7,090 | $6,404+10.7% | $7,758-8.6% | $4,125+71.9% |
| Admin fee / account holder | $5,398 | $6,975-22.6% | $10,762-49.8% | $5,651-4.5% |