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 | $86,562 | $80,717+7.2% | $154,803-44.1% | $84,808+2.1% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 18.89% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,676 | $2,761-39.3% | $4,305-61.1% | $2,631-36.3% |
| Participant deferral / active EE | $2,483 | $3,303-24.8% | $5,540-55.2% | $4,212-41.0% |
| Admin fee / account holder | $5,944 | $6,746-11.9% | $14,329-58.5% | $7,344-19.1% |