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 | $97,961 | $108,825-10.0% | $156,181-37.3% | $82,448+18.8% |
| Participation rate | 81.8% | 72.4%+9.5pp | 78.8%+3.0pp | 68.1%+13.8pp |
| Annual return | 16.14% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,253 | $2,870+13.4% | $4,294-24.2% | $2,551+27.5% |
| Participant deferral / active EE | $9,061 | $4,577+98.0% | $6,132+47.8% | $4,139+118.9% |
| Admin fee / account holder | $5,491 | $9,341-41.2% | $14,586-62.4% | $7,234-24.1% |