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 | $109,950 | $109,881+0.1% | $150,045-26.7% | $84,808+29.6% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,441 | $3,561-59.5% | $4,693-69.3% | $2,631-45.2% |
| Participant deferral / active EE | $4,930 | $6,636-25.7% | $7,997-38.4% | $4,212+17.0% |
| Admin fee / account holder | $1,065 | $8,568-87.6% | $13,435-92.1% | $7,344-85.5% |