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 | $94,852 | $81,460+16.4% | $103,333-8.2% | $80,856+17.3% |
| Participation rate | 75.3% | 66.8%+8.5pp | 74.5%+0.8pp | 67.6%+7.7pp |
| Annual return | 13.89% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,369 | $3,105-23.7% | $3,868-38.8% | $2,755-14.0% |
| Participant deferral / active EE | $5,857 | $3,869+51.4% | $5,057+15.8% | $4,296+36.4% |
| Admin fee / account holder | $3,480 | $6,566-47.0% | $8,355-58.3% | $6,918-49.7% |