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 | $83,834 | $92,985-9.8% | $153,485-45.4% | $80,856+3.7% |
| Participation rate | 91.2% | 69.0%+22.2pp | 77.1%+14.1pp | 67.6%+23.5pp |
| Annual return | 17.14% | 19.95%-2.8pp | 15.65%+1.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,903 | $3,507-17.2% | $5,039-42.4% | $2,755+5.4% |
| Participant deferral / active EE | $5,733 | $5,178+10.7% | $6,757-15.2% | $4,296+33.5% |
| Admin fee / account holder | $1,248 | $8,880-85.9% | $12,724-90.2% | $6,918-82.0% |