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 | $90,237 | $109,881-17.9% | $150,045-39.9% | $84,808+6.4% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,507 | $3,561-1.5% | $4,693-25.3% | $2,631+33.3% |
| Participant deferral / active EE | $7,488 | $6,636+12.8% | $7,997-6.4% | $4,212+77.8% |
| Admin fee / account holder | $14,479 | $8,568+69.0% | $13,435+7.8% | $7,344+97.2% |