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 | $90,764 | $93,571-3.0% | $135,903-33.2% | $75,163+20.8% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 20.73% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,729 | $3,537+5.4% | $4,856-23.2% | $2,670+39.7% |
| Participant deferral / active EE | $7,056 | $6,404+10.2% | $7,758-9.0% | $4,125+71.1% |
| Admin fee / account holder | $1,230 | $6,975-82.4% | $10,762-88.6% | $5,651-78.2% |