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 | $87,981 | $95,803-8.2% | $113,168-22.3% | $84,808+3.7% |
| Participation rate | 78.2% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.8pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,133 | $2,360-52.0% | $2,975-61.9% | $2,631-56.9% |
| Participant deferral / active EE | $4,486 | $4,242+5.7% | $5,107-12.2% | $4,212+6.5% |
| Admin fee / account holder | $3,038 | $8,989-66.2% | $12,068-74.8% | $7,344-58.6% |