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 | $90,645 | $109,413-17.2% | $156,263-42.0% | $84,808+6.9% |
| Participation rate | 83.6% | 72.7%+10.9pp | 78.9%+4.7pp | 68.3%+15.3pp |
| Annual return | 19.63% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $6,634 | $2,907+128.2% | $4,333+53.1% | $2,631+152.1% |
| Participant deferral / active EE | $3,731 | $4,590-18.7% | $6,158-39.4% | $4,212-11.4% |
| Admin fee / account holder | $4,282 | $9,357-54.2% | $14,255-70.0% | $7,344-41.7% |