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 | $91,226 | $109,413-16.6% | $156,263-41.6% | $84,808+7.6% |
| Participation rate | 71.9% | 72.7%-0.8pp | 78.9%-7.0pp | 68.3%+3.6pp |
| Annual return | 16.67% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,120 | $2,907+7.3% | $4,333-28.0% | $2,631+18.6% |
| Participant deferral / active EE | $4,520 | $4,590-1.5% | $6,158-26.6% | $4,212+7.3% |
| Admin fee / account holder | $8,264 | $9,357-11.7% | $14,255-42.0% | $7,344+12.5% |