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 | $78,382 | $109,359-28.3% | $162,163-51.7% | $72,985+7.4% |
| Participation rate | 92.7% | 84.3%+8.5pp | 87.6%+5.2pp | 69.5%+23.2pp |
| Annual return | 19.56% | 25.46%-5.9pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,052 | $3,907-47.5% | $5,614-63.4% | $2,440-15.9% |
| Participant deferral / active EE | $3,662 | $5,481-33.2% | $7,298-49.8% | $3,607+1.5% |
| Admin fee / account holder | $5,710 | $7,972-28.4% | $10,843-47.3% | $5,124+11.4% |