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 | $94,345 | $91,552+3.1% | $133,956-29.6% | $79,858+18.1% |
| Participation rate | 75.3% | 73.3%+2.0pp | 79.8%-4.5pp | 69.6%+5.7pp |
| Annual return | 13.55% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $697 | $2,384-70.7% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $1,823 | $3,733-51.2% | $5,048-63.9% | $3,740-51.3% |
| Admin fee / account holder | $11,739 | $6,321+85.7% | $8,927+31.5% | $5,306+121.2% |