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 | $94,176 | $109,881-14.3% | $150,045-37.2% | $84,808+11.0% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 19.64% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,099 | $3,561-69.1% | $4,693-76.6% | $2,631-58.2% |
| Participant deferral / active EE | $7,761 | $6,636+17.0% | $7,997-3.0% | $4,212+84.3% |
| Admin fee / account holder | $2,599 | $8,568-69.7% | $13,435-80.7% | $7,344-64.6% |