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 | $92,123 | $91,552+0.6% | $133,956-31.2% | $79,858+15.4% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.6%+3.6pp |
| Annual return | 12.30% | 61.85%-49.5pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,147 | $2,384-9.9% | $3,919-45.2% | $2,471-13.1% |
| Participant deferral / active EE | $3,092 | $3,733-17.2% | $5,048-38.7% | $3,740-17.3% |
| Admin fee / account holder | $3,969 | $6,321-37.2% | $8,927-55.5% | $5,306-25.2% |