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 | $80,812 | $83,477-3.2% | $125,175-35.4% | $72,985+10.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.4pp | 69.5%+3.8pp |
| Annual return | 18.72% | 25.78%-7.1pp | 43.79%-25.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,668 | $2,345+13.8% | $3,865-31.0% | $2,440+9.3% |
| Participant deferral / active EE | $3,804 | $3,585+6.1% | $4,937-22.9% | $3,607+5.5% |
| Admin fee / account holder | $1,314 | $5,517-76.2% | $9,702-86.5% | $5,124-74.3% |