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 | $85,793 | $87,870-2.4% | $113,168-24.2% | $74,304+15.5% |
| Participation rate | 77.7% | 70.7%+6.9pp | 76.6%+1.1pp | 60.3%+17.3pp |
| Annual return | 17.50% | 26.44%-8.9pp | 24.27%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,852 | $2,277-18.7% | $2,975-37.7% | $2,241-17.3% |
| Participant deferral / active EE | $3,958 | $4,241-6.7% | $5,107-22.5% | $3,767+5.1% |
| Admin fee / account holder | $543 | $3,368-83.9% | $12,068-95.5% | $2,969-81.7% |