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 | $88,210 | $80,673+9.3% | $101,326-12.9% | $84,808+4.0% |
| Participation rate | 83.9% | 77.8%+6.1pp | 81.5%+2.4pp | 68.3%+15.6pp |
| Annual return | 17.79% | 38.95%-21.2pp | 36.82%-19.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,418 | $2,698-10.4% | $3,665-34.0% | $2,631-8.1% |
| Participant deferral / active EE | $7,451 | $6,840+8.9% | $7,994-6.8% | $4,212+76.9% |
| Admin fee / account holder | $370 | $12,784-97.1% | $11,185-96.7% | $7,344-95.0% |