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 | $93,276 | $73,933+26.2% | $96,683-3.5% | $75,163+24.1% |
| Participation rate | 93.4% | 66.4%+27.0pp | 74.3%+19.1pp | 67.2%+26.3pp |
| Annual return | 16.23% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,414 | $2,928-17.5% | $3,737-35.4% | $2,670-9.6% |
| Participant deferral / active EE | $1,853 | $3,659-49.4% | $4,878-62.0% | $4,125-55.1% |
| Admin fee / account holder | $4,191 | $5,216-19.7% | $6,730-37.7% | $5,651-25.8% |