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 | $71,281 | $71,050+0.3% | $93,606-23.8% | $80,856-11.8% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 14.19% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,168 | $1,564+38.6% | $2,420-10.4% | $2,755-21.3% |
| Participant deferral / active EE | $5,862 | $4,034+45.3% | $4,411+32.9% | $4,296+36.5% |
| Admin fee / account holder | $6,545 | $6,945-5.8% | $8,285-21.0% | $6,918-5.4% |