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 | $112,628 | $135,952-17.2% | $123,892-9.1% | $273,961-58.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 12.05% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,736 | $5,170-66.4% | $4,617-62.4% | $4,869-64.3% |
| Participant deferral / active EE | $6,262 | $6,343-1.3% | $5,984+4.6% | $5,287+18.4% |
| Admin fee / account holder | $16,887 | $9,817+72.0% | $8,357+102.1% | $10,132+66.7% |