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 | $97,651 | $96,557+1.1% | $80,975+20.6% | $273,961-64.4% |
| Participation rate | 87.0% | 79.1%+7.9pp | 75.8%+11.1pp | 83.0%+3.9pp |
| Annual return | 4.88% | 15.14%-10.3pp | 17.10%-12.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,700 | $4,868-65.1% | $3,714-54.2% | $4,869-65.1% |
| Participant deferral / active EE | $3,821 | $6,598-42.1% | $5,696-32.9% | $5,287-27.7% |
| Admin fee / account holder | $9,942 | $7,492+32.7% | $5,516+80.3% | $10,132-1.9% |