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 | $87,941 | $106,584-17.5% | $101,326-13.2% | $142,382-38.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 18.55% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,346 | $3,956-15.4% | $3,665-8.7% | $4,299-22.2% |
| Participant deferral / active EE | $8,871 | $8,297+6.9% | $7,994+11.0% | $6,507+36.3% |
| Admin fee / account holder | $3,934 | $11,446-65.6% | $11,185-64.8% | $12,624-68.8% |