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 | $97,458 | $109,413-10.9% | $156,263-37.6% | $84,808+14.9% |
| Participation rate | 81.1% | 72.7%+8.4pp | 78.9%+2.2pp | 68.3%+12.8pp |
| Annual return | 15.57% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,711 | $2,907-41.1% | $4,333-60.5% | $2,631-35.0% |
| Participant deferral / active EE | $4,893 | $4,590+6.6% | $6,158-20.5% | $4,212+16.2% |
| Admin fee / account holder | $9,263 | $9,357-1.0% | $14,255-35.0% | $7,344+26.1% |