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 | $88,285 | $80,717+9.4% | $154,803-43.0% | $84,808+4.1% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.7pp | 68.3%+16.5pp |
| Annual return | 14.86% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,488 | $2,761-46.1% | $4,305-65.4% | $2,631-43.4% |
| Participant deferral / active EE | $4,237 | $3,303+28.3% | $5,540-23.5% | $4,212+0.6% |
| Admin fee / account holder | $5,506 | $6,746-18.4% | $14,329-61.6% | $7,344-25.0% |