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 | $93,719 | $80,673+16.2% | $101,326-7.5% | $84,808+10.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 20.22% | 38.95%-18.7pp | 36.82%-16.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,609 | $2,698-3.3% | $3,665-28.8% | $2,631-0.9% |
| Participant deferral / active EE | $5,329 | $6,840-22.1% | $7,994-33.3% | $4,212+26.5% |
| Admin fee / account holder | $624 | $12,784-95.1% | $11,185-94.4% | $7,344-91.5% |