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 | $82,334 | $77,503+6.2% | $100,391-18.0% | $80,856+1.8% |
| Participation rate | 92.7% | 76.9%+15.7pp | 81.5%+11.2pp | 67.6%+25.0pp |
| Annual return | 12.82% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,259 | $2,801-55.1% | $3,942-68.1% | $2,755-54.3% |
| Participant deferral / active EE | $6,405 | $6,820-6.1% | $8,082-20.7% | $4,296+49.1% |
| Admin fee / account holder | $7,424 | $5,897+25.9% | $7,899-6.0% | $6,918+7.3% |