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 | $92,163 | $80,968+13.8% | $96,544-4.5% | $75,163+22.6% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+10.0pp |
| Annual return | 21.44% | 27.06%-5.6pp | 25.84%-4.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,935 | $2,282-15.2% | $2,965-34.7% | $2,670-27.5% |
| Participant deferral / active EE | $3,330 | $3,928-15.2% | $4,851-31.3% | $4,125-19.3% |
| Admin fee / account holder | $3,372 | $6,724-49.9% | $8,252-59.1% | $5,651-40.3% |