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 | $95,561 | $86,929+9.9% | $102,423-6.7% | $80,856+18.2% |
| Participation rate | 78.7% | 72.4%+6.3pp | 76.5%+2.2pp | 67.6%+11.1pp |
| Annual return | 14.70% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,083 | $2,369-54.3% | $3,023-64.2% | $2,755-60.7% |
| Participant deferral / active EE | $3,146 | $4,118-23.6% | $5,053-37.7% | $4,296-26.8% |
| Admin fee / account holder | $6,085 | $8,049-24.4% | $9,451-35.6% | $6,918-12.0% |