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 | $81,797 | $72,492+12.8% | $87,100-6.1% | $72,985+12.1% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 19.58% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,312 | $1,894-30.7% | $2,521-48.0% | $2,440-46.2% |
| Participant deferral / active EE | $3,859 | $3,270+18.0% | $4,049-4.7% | $3,607+7.0% |
| Admin fee / account holder | $2,131 | $5,055-57.8% | $7,497-71.6% | $5,124-58.4% |