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 | $98,053 | $89,355+9.7% | $141,162-30.5% | $72,985+34.3% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 21.34% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,796 | $3,114-42.3% | $4,735-62.1% | $2,440-26.4% |
| Participant deferral / active EE | $5,750 | $5,418+6.1% | $6,709-14.3% | $3,607+59.4% |
| Admin fee / account holder | $5,668 | $5,958-4.9% | $10,261-44.8% | $5,124+10.6% |