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 | $88,567 | $95,803-7.6% | $113,168-21.7% | $84,808+4.4% |
| Participation rate | 72.9% | 72.9%+0.1pp | 76.6%-3.6pp | 68.3%+4.6pp |
| Annual return | 15.95% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,148 | $2,360+33.4% | $2,975+5.8% | $2,631+19.7% |
| Participant deferral / active EE | $6,752 | $4,242+59.2% | $5,107+32.2% | $4,212+60.3% |
| Admin fee / account holder | $22,931 | $8,989+155.1% | $12,068+90.0% | $7,344+212.3% |