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 | $91,314 | $87,733+4.1% | $106,548-14.3% | $85,850+6.4% |
| Participation rate | 82.4% | 71.9%+10.5pp | 76.1%+6.3pp | 69.3%+13.1pp |
| Annual return | 14.54% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,864 | $2,073-10.1% | $2,819-33.9% | $2,565-27.3% |
| Participant deferral / active EE | $4,621 | $3,469+33.2% | $4,398+5.1% | $3,952+16.9% |
| Admin fee / account holder | $2,049 | $6,767-69.7% | $7,407-72.3% | $6,260-67.3% |