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 | $96,893 | $83,477+16.1% | $125,175-22.6% | $72,985+32.8% |
| Participation rate | 82.6% | 73.3%+9.2pp | 79.8%+2.8pp | 69.5%+13.1pp |
| Annual return | 19.68% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,626 | $2,345-30.7% | $3,865-57.9% | $2,440-33.3% |
| Participant deferral / active EE | $4,419 | $3,585+23.3% | $4,937-10.5% | $3,607+22.5% |
| Admin fee / account holder | $9,549 | $5,517+73.1% | $9,702-1.6% | $5,124+86.3% |