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 | $74,891 | $67,606+10.8% | $82,313-9.0% | $70,131+6.8% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 15.90% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,218 | $1,755-30.6% | $2,428-49.8% | $2,342-48.0% |
| Participant deferral / active EE | $2,287 | $2,987-23.4% | $3,706-38.3% | $3,332-31.4% |
| Admin fee / account holder | $3,648 | $4,512-19.1% | $5,608-34.9% | $4,645-21.5% |