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 | $83,535 | $101,724-17.9% | $164,813-49.3% | $80,856+3.3% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.6%+12.7pp |
| Annual return | 16.53% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,860 | $2,953-37.0% | $4,341-57.1% | $2,755-32.5% |
| Participant deferral / active EE | $2,789 | $4,477-37.7% | $6,031-53.8% | $4,296-35.1% |
| Admin fee / account holder | $2,530 | $8,227-69.2% | $12,690-80.1% | $6,918-63.4% |