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 | $79,583 | $85,766-7.2% | $136,294-41.6% | $70,131+13.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 20.16% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,380 | $2,966-53.5% | $4,695-70.6% | $2,342-41.1% |
| Participant deferral / active EE | $7,157 | $5,051+41.7% | $6,247+14.6% | $3,332+114.8% |
| Admin fee / account holder | $3,156 | $5,420-41.8% | $9,243-65.9% | $4,645-32.1% |