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 | $97,663 | $67,606+44.5% | $82,313+18.6% | $70,131+39.3% |
| Participation rate | 74.2% | 72.8%+1.5pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 23.43% | 21.57%+1.9pp | 25.88%-2.4pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,271 | $1,755-27.6% | $2,428-47.7% | $2,342-45.8% |
| Participant deferral / active EE | $3,213 | $2,987+7.6% | $3,706-13.3% | $3,332-3.6% |
| Admin fee / account holder | $10,081 | $4,512+123.4% | $5,608+79.8% | $4,645+117.0% |