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 | $82,532 | $91,552-9.9% | $133,956-38.4% | $79,858+3.3% |
| Participation rate | 80.5% | 73.3%+7.1pp | 79.8%+0.6pp | 69.6%+10.9pp |
| Annual return | 16.81% | 61.85%-45.0pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,224 | $2,384-6.7% | $3,919-43.2% | $2,471-10.0% |
| Participant deferral / active EE | $3,821 | $3,733+2.4% | $5,048-24.3% | $3,740+2.2% |
| Admin fee / account holder | $2,016 | $6,321-68.1% | $8,927-77.4% | $5,306-62.0% |