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 | $87,197 | $73,933+17.9% | $96,683-9.8% | $75,163+16.0% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | 17.71% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,204 | $2,928-58.9% | $3,737-67.8% | $2,670-54.9% |
| Participant deferral / active EE | $2,907 | $3,659-20.5% | $4,878-40.4% | $4,125-29.5% |
| Admin fee / account holder | $6,028 | $5,216+15.6% | $6,730-10.4% | $5,651+6.7% |