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 | $81,197 | $84,556-4.0% | $116,228-30.1% | $74,304+9.3% |
| Participation rate | 92.7% | 66.0%+26.7pp | 74.6%+18.2pp | 60.3%+32.4pp |
| Annual return | 19.44% | 18.35%+1.1pp | 90.06%-70.6pp | 29.43%-10.0pp |
| Employer contribution / active EE | $2,056 | $2,168-5.2% | $2,994-31.4% | $2,241-8.3% |
| Participant deferral / active EE | $5,688 | $3,814+49.1% | $4,953+14.8% | $3,767+51.0% |
| Admin fee / account holder | $11,343 | $3,792+199.1% | $11,989-5.4% | $2,969+282.1% |