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 | $99,070 | $78,422+26.3% | $95,952+3.2% | $79,858+24.1% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 11.55% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,862 | $1,945-4.3% | $2,541-26.7% | $2,471-24.7% |
| Participant deferral / active EE | $5,470 | $3,440+59.0% | $4,167+31.3% | $3,740+46.2% |
| Admin fee / account holder | $2,305 | $5,622-59.0% | $6,795-66.1% | $5,306-56.6% |