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 | $82,590 | $86,929-5.0% | $102,423-19.4% | $80,856+2.1% |
| Participation rate | 72.8% | 72.4%+0.5pp | 76.5%-3.6pp | 67.6%+5.2pp |
| Annual return | 14.50% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,365 | $2,369-42.4% | $3,023-54.9% | $2,755-50.5% |
| Participant deferral / active EE | $3,685 | $4,118-10.5% | $5,053-27.1% | $4,296-14.2% |
| Admin fee / account holder | $10,845 | $8,049+34.7% | $9,451+14.8% | $6,918+56.8% |