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 | $89,493 | $72,492+23.5% | $87,100+2.7% | $72,985+22.6% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 25.14% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,293 | $1,894-31.7% | $2,521-48.7% | $2,440-47.0% |
| Participant deferral / active EE | $4,005 | $3,270+22.5% | $4,049-1.1% | $3,607+11.0% |
| Admin fee / account holder | $2,958 | $5,055-41.5% | $7,497-60.5% | $5,124-42.3% |