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 | $88,779 | $80,717+10.0% | $154,803-42.7% | $84,808+4.7% |
| Participation rate | 87.7% | 66.8%+20.9pp | 78.1%+9.6pp | 68.3%+19.4pp |
| Annual return | 17.18% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,739 | $2,761-37.0% | $4,305-59.6% | $2,631-33.9% |
| Participant deferral / active EE | $3,424 | $3,303+3.7% | $5,540-38.2% | $4,212-18.7% |
| Admin fee / account holder | $13,245 | $6,746+96.3% | $14,329-7.6% | $7,344+80.4% |