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 | $98,312 | $72,492+35.6% | $87,100+12.9% | $72,985+34.7% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 23.33% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,340 | $1,894-29.2% | $2,521-46.9% | $2,440-45.1% |
| Participant deferral / active EE | $3,482 | $3,270+6.5% | $4,049-14.0% | $3,607-3.5% |
| Admin fee / account holder | $17,915 | $5,055+254.4% | $7,497+139.0% | $5,124+249.6% |