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 | $97,355 | $123,793-21.4% | $177,821-45.3% | $79,858+21.9% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 21.15% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,177 | $4,095-46.8% | $5,918-63.2% | $2,471-11.9% |
| Participant deferral / active EE | $4,179 | $5,956-29.8% | $7,714-45.8% | $3,740+11.7% |
| Admin fee / account holder | $9,173 | $7,243+26.7% | $12,427-26.2% | $5,306+72.9% |