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 | $90,878 | $78,926+15.1% | $136,749-33.5% | $84,808+7.2% |
| Participation rate | 79.6% | 62.2%+17.5pp | 72.1%+7.5pp | 68.3%+11.3pp |
| Annual return | 14.81% | 18.17%-3.4pp | 24.33%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,046 | $2,134-51.0% | $3,400-69.2% | $2,631-60.3% |
| Participant deferral / active EE | $6,119 | $3,168+93.1% | $4,692+30.4% | $4,212+45.3% |
| Admin fee / account holder | $14,696 | $6,369+130.7% | $11,386+29.1% | $7,344+100.1% |