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 | $95,130 | $93,571+1.7% | $135,903-30.0% | $75,163+26.6% |
| Participation rate | 80.3% | 75.2%+5.1pp | 81.9%-1.6pp | 67.2%+13.1pp |
| Annual return | 19.74% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,060 | $3,537-13.5% | $4,856-37.0% | $2,670+14.6% |
| Participant deferral / active EE | $7,327 | $6,404+14.4% | $7,758-5.6% | $4,125+77.6% |
| Admin fee / account holder | $1,849 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |