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 | $97,079 | $138,347-29.8% | $184,203-47.3% | $80,856+20.1% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.9pp | 67.6%+20.0pp |
| Annual return | 13.00% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,929 | $4,850-19.0% | $6,427-38.9% | $2,755+42.6% |
| Participant deferral / active EE | $9,582 | $7,071+35.5% | $9,131+4.9% | $4,296+123.1% |
| Admin fee / account holder | $5,153 | $10,483-50.9% | $13,901-62.9% | $6,918-25.5% |