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 | $94,515 | $64,480+46.6% | $81,382+16.1% | $80,856+16.9% |
| Participation rate | 91.2% | 63.9%+27.4pp | 69.5%+21.7pp | 67.6%+23.6pp |
| Annual return | 14.36% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,952 | $1,978-1.3% | $2,463-20.7% | $2,755-29.1% |
| Participant deferral / active EE | $3,083 | $3,094-0.3% | $3,883-20.6% | $4,296-28.2% |
| Admin fee / account holder | $3,281 | $5,671-42.1% | $5,768-43.1% | $6,918-52.6% |