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 | $93,658 | $74,927+25.0% | $101,794-8.0% | $84,808+10.4% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.2%+18.3pp | 68.3%+19.2pp |
| Annual return | 13.24% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $954 | $1,522-37.3% | $2,289-58.3% | $2,631-63.8% |
| Participant deferral / active EE | $5,610 | $3,099+81.0% | $4,084+37.4% | $4,212+33.2% |
| Admin fee / account holder | $55,537 | $6,514+752.6% | $8,777+532.8% | $7,344+656.2% |