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 | $89,835 | $109,359-17.9% | $162,163-44.6% | $72,985+23.1% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 19.98% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,527 | $3,907-9.7% | $5,614-37.2% | $2,440+44.6% |
| Participant deferral / active EE | $3,460 | $5,481-36.9% | $7,298-52.6% | $3,607-4.1% |
| Admin fee / account holder | $1,108 | $7,972-86.1% | $10,843-89.8% | $5,124-78.4% |