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 | $91,696 | $101,724-9.9% | $164,813-44.4% | $80,856+13.4% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 21.33% | 16.72%+4.6pp | 69.93%-48.6pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,362 | $2,953-20.0% | $4,341-45.6% | $2,755-14.3% |
| Participant deferral / active EE | $3,389 | $4,477-24.3% | $6,031-43.8% | $4,296-21.1% |
| Admin fee / account holder | $1,903 | $8,227-76.9% | $12,690-85.0% | $6,918-72.5% |