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 | $97,875 | $109,413-10.5% | $156,263-37.4% | $84,808+15.4% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 16.21% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,549 | $2,907-46.7% | $4,333-64.3% | $2,631-41.1% |
| Participant deferral / active EE | $10,033 | $4,590+118.6% | $6,158+62.9% | $4,212+138.2% |
| Admin fee / account holder | $2,125 | $9,357-77.3% | $14,255-85.1% | $7,344-71.1% |