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 | $92,256 | $125,758-26.6% | $169,993-45.7% | $75,163+22.7% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 14.35% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,099 | $4,615-54.5% | $6,785-69.1% | $2,670-21.4% |
| Participant deferral / active EE | $4,471 | $6,837-34.6% | $10,408-57.0% | $4,125+8.4% |
| Admin fee / account holder | $2,825 | $8,173-65.4% | $12,815-78.0% | $5,651-50.0% |