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 | $90,171 | $74,927+20.3% | $101,794-11.4% | $84,808+6.3% |
| Participation rate | 75.5% | 61.4%+14.1pp | 69.2%+6.3pp | 68.3%+7.2pp |
| Annual return | 13.10% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,013 | $1,522+32.3% | $2,289-12.1% | $2,631-23.5% |
| Participant deferral / active EE | $3,454 | $3,099+11.4% | $4,084-15.4% | $4,212-18.0% |
| Admin fee / account holder | $2,744 | $6,514-57.9% | $8,777-68.7% | $7,344-62.6% |