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 | $73,706 | $79,449-7.2% | $189,557-61.1% | $85,850-14.1% |
| Participation rate | 96.6% | 66.0%+30.6pp | 78.4%+18.1pp | 69.3%+27.2pp |
| Annual return | 17.96% | 18.45%-0.5pp | 64.17%-46.2pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,366 | $2,081+109.8% | $4,412-1.1% | $2,565+70.2% |
| Participant deferral / active EE | $6,155 | $4,051+51.9% | $6,174-0.3% | $3,952+55.8% |
| Admin fee / account holder | $9,534 | $5,377+77.3% | $9,807-2.8% | $6,260+52.3% |