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 | $87,206 | $73,933+18.0% | $96,683-9.8% | $75,163+16.0% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 16.00% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,026 | $2,928+71.7% | $3,737+34.5% | $2,670+88.3% |
| Participant deferral / active EE | $4,642 | $3,659+26.9% | $4,878-4.8% | $4,125+12.5% |
| Admin fee / account holder | $1,356 | $5,216-74.0% | $6,730-79.9% | $5,651-76.0% |