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 | $69,083 | $76,552-9.8% | $123,892-44.2% | $62,891+9.8% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,828 | $2,883+32.8% | $4,617-17.1% | $2,281+67.8% |
| Participant deferral / active EE | $5,850 | $4,840+20.9% | $5,984-2.2% | $3,203+82.6% |
| Admin fee / account holder | $2,367 | $4,826-51.0% | $8,357-71.7% | $4,296-44.9% |