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 | $76,686 | $87,870-12.7% | $113,168-32.2% | $74,304+3.2% |
| Participation rate | 70.3% | 70.7%-0.5pp | 76.6%-6.3pp | 60.3%+9.9pp |
| Annual return | 20.86% | 26.44%-5.6pp | 24.27%-3.4pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,156 | $2,277-49.2% | $2,975-61.1% | $2,241-48.4% |
| Participant deferral / active EE | $3,817 | $4,241-10.0% | $5,107-25.3% | $3,767+1.3% |
| Admin fee / account holder | $4,653 | $3,368+38.2% | $12,068-61.4% | $2,969+56.7% |