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 | $95,593 | $93,571+2.2% | $135,903-29.7% | $75,163+27.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 20.00% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,111 | $3,537+16.2% | $4,856-15.3% | $2,670+54.0% |
| Participant deferral / active EE | $8,769 | $6,404+36.9% | $7,758+13.0% | $4,125+112.6% |
| Admin fee / account holder | $3,360 | $6,975-51.8% | $10,762-68.8% | $5,651-40.5% |