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 | $94,213 | $91,552+2.9% | $133,956-29.7% | $79,858+18.0% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 19.76% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,975 | $2,384-17.1% | $3,919-49.6% | $2,471-20.1% |
| Participant deferral / active EE | $4,602 | $3,733+23.3% | $5,048-8.8% | $3,740+23.0% |
| Admin fee / account holder | $2,307 | $6,321-63.5% | $8,927-74.2% | $5,306-56.5% |