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 | $113,800 | $100,041+13.8% | $149,718-24.0% | $70,131+62.3% |
| Participation rate | 84.9% | 83.6%+1.3pp | 87.1%-2.2pp | 69.5%+15.3pp |
| Annual return | 16.18% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,496 | $3,662-4.5% | $5,445-35.8% | $2,342+49.3% |
| Participant deferral / active EE | $4,776 | $4,983-4.1% | $6,569-27.3% | $3,332+43.4% |
| Admin fee / account holder | $1,918 | $8,286-76.8% | $11,283-83.0% | $4,645-58.7% |