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 | $95,206 | $101,724-6.4% | $164,813-42.2% | $80,856+17.7% |
| Participation rate | 84.5% | 71.8%+12.7pp | 78.6%+5.9pp | 67.6%+16.9pp |
| Annual return | 11.55% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,724 | $2,953-41.6% | $4,341-60.3% | $2,755-37.4% |
| Participant deferral / active EE | $4,860 | $4,477+8.5% | $6,031-19.4% | $4,296+13.1% |
| Admin fee / account holder | $12,481 | $8,227+51.7% | $12,690-1.7% | $6,918+80.4% |