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 | $88,154 | $54,762+61.0% | $90,281-2.4% | $72,985+20.8% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 23.55% | 30.63%-7.1pp | 78.10%-54.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,446 | $2,092+16.9% | $2,854-14.3% | $2,440+0.3% |
| Participant deferral / active EE | $4,648 | $2,887+61.0% | $3,885+19.6% | $3,607+28.8% |
| Admin fee / account holder | $2,767 | $3,972-30.3% | $5,351-48.3% | $5,124-46.0% |