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 | $91,964 | $109,413-15.9% | $156,263-41.1% | $84,808+8.4% |
| Participation rate | 74.6% | 72.7%+1.9pp | 78.9%-4.3pp | 68.3%+6.3pp |
| Annual return | 15.90% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,074 | $2,907-63.1% | $4,333-75.2% | $2,631-59.2% |
| Participant deferral / active EE | $6,101 | $4,590+32.9% | $6,158-0.9% | $4,212+44.9% |
| Admin fee / account holder | $10,143 | $9,357+8.4% | $14,255-28.8% | $7,344+38.1% |