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 | $93,488 | $109,413-14.6% | $156,263-40.2% | $84,808+10.2% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 14.56% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,734 | $2,907-40.3% | $4,333-60.0% | $2,631-34.1% |
| Participant deferral / active EE | $2,986 | $4,590-34.9% | $6,158-51.5% | $4,212-29.1% |
| Admin fee / account holder | $1,576 | $9,357-83.2% | $14,255-88.9% | $7,344-78.5% |