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 | $94,641 | $104,251-9.2% | $91,001+4.0% | $147,584-35.9% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | 14.33% | 27.06%-12.7pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,028 | $3,116-2.8% | $2,456+23.3% | $4,876-37.9% |
| Participant deferral / active EE | $1,859 | $4,195-55.7% | $3,547-47.6% | $5,439-65.8% |
| Admin fee / account holder | $6,434 | $8,948-28.1% | $5,417+18.8% | $10,885-40.9% |