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 | $86,901 | $60,892+42.7% | $82,389+5.5% | $84,808+2.5% |
| Participation rate | 70.5% | 63.3%+7.2pp | 69.5%+0.9pp | 68.3%+2.1pp |
| Annual return | 13.84% | 37.29%-23.5pp | 28.67%-14.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,012 | $1,779+13.1% | $2,517-20.1% | $2,631-23.5% |
| Participant deferral / active EE | $4,532 | $3,179+42.6% | $4,155+9.1% | $4,212+7.6% |
| Admin fee / account holder | $2,863 | $5,467-47.6% | $7,231-60.4% | $7,344-61.0% |