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 | $90,716 | $109,413-17.1% | $156,263-41.9% | $84,808+7.0% |
| Participation rate | 74.0% | 72.7%+1.3pp | 78.9%-4.9pp | 68.3%+5.7pp |
| Annual return | 24.61% | 20.18%+4.4pp | 59.47%-34.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,252 | $2,907+11.9% | $4,333-24.9% | $2,631+23.6% |
| Participant deferral / active EE | $6,531 | $4,590+42.3% | $6,158+6.0% | $4,212+55.1% |
| Admin fee / account holder | $7,977 | $9,357-14.7% | $14,255-44.0% | $7,344+8.6% |