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 | $83,556 | $93,571-10.7% | $135,903-38.5% | $75,163+11.2% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 19.48% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,062 | $3,537-41.7% | $4,856-57.5% | $2,670-22.8% |
| Participant deferral / active EE | $5,524 | $6,404-13.7% | $7,758-28.8% | $4,125+33.9% |
| Admin fee / account holder | $2,029 | $6,975-70.9% | $10,762-81.1% | $5,651-64.1% |