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 | $88,588 | $95,453-7.2% | $112,040-20.9% | $82,448+7.4% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.5%+13.1pp | 68.1%+21.5pp |
| Annual return | 16.34% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,927 | $2,318+26.3% | $2,954-0.9% | $2,551+14.7% |
| Participant deferral / active EE | $8,181 | $4,224+93.7% | $5,098+60.5% | $4,139+97.6% |
| Admin fee / account holder | $832 | $9,013-90.8% | $12,098-93.1% | $7,234-88.5% |