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 | $91,106 | $93,571-2.6% | $135,903-33.0% | $75,163+21.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 17.04% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,729 | $3,537+5.4% | $4,856-23.2% | $2,670+39.7% |
| Participant deferral / active EE | $7,713 | $6,404+20.4% | $7,758-0.6% | $4,125+87.0% |
| Admin fee / account holder | $7,381 | $6,975+5.8% | $10,762-31.4% | $5,651+30.6% |