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 | $85,373 | $85,766-0.5% | $136,294-37.4% | $70,131+21.7% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 14.54% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,903 | $2,966-2.1% | $4,695-38.2% | $2,342+23.9% |
| Participant deferral / active EE | $6,022 | $5,051+19.2% | $6,247-3.6% | $3,332+80.8% |
| Admin fee / account holder | $755 | $5,420-86.1% | $9,243-91.8% | $4,645-83.7% |