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 | $101,340 | $113,339-10.6% | $94,993+6.7% | $147,584-31.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 18.12% | 20.77%-2.6pp | 27.12%-9.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,296 | $3,160-59.0% | $2,603-50.2% | $4,876-73.4% |
| Participant deferral / active EE | $4,687 | $3,777+24.1% | $3,317+41.3% | $5,439-13.8% |
| Admin fee / account holder | $877 | $6,063-85.5% | $4,960-82.3% | $10,885-91.9% |