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 | $119,310 | $146,267-18.4% | $197,124-39.5% | $82,448+44.7% |
| Participation rate | 92.5% | 84.0%+8.5pp | 86.7%+5.8pp | 68.1%+24.4pp |
| Annual return | 13.54% | 29.61%-16.1pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,924 | $4,723-59.3% | $6,227-69.1% | $2,551-24.6% |
| Participant deferral / active EE | $6,284 | $7,035-10.7% | $9,135-31.2% | $4,139+51.8% |
| Admin fee / account holder | $3,397 | $14,422-76.4% | $16,298-79.2% | $7,234-53.0% |