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 | $96,175 | $60,892+57.9% | $82,389+16.7% | $84,808+13.4% |
| Participation rate | 72.3% | 63.3%+9.1pp | 69.5%+2.8pp | 68.3%+4.0pp |
| Annual return | 16.65% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,918 | $1,779+7.8% | $2,517-23.8% | $2,631-27.1% |
| Participant deferral / active EE | $1,751 | $3,179-44.9% | $4,155-57.9% | $4,212-58.4% |
| Admin fee / account holder | $1,183 | $5,467-78.4% | $7,231-83.6% | $7,344-83.9% |