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 | $87,455 | $73,933+18.3% | $96,683-9.5% | $75,163+16.4% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 14.95% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,289 | $2,928+12.4% | $3,737-12.0% | $2,670+23.2% |
| Participant deferral / active EE | $2,884 | $3,659-21.2% | $4,878-40.9% | $4,125-30.1% |
| Admin fee / account holder | $19,885 | $5,216+281.2% | $6,730+195.5% | $5,651+251.9% |