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 | $82,133 | $101,724-19.3% | $164,813-50.2% | $80,856+1.6% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 11.33% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,713 | $2,953-42.0% | $4,341-60.5% | $2,755-37.8% |
| Participant deferral / active EE | $2,658 | $4,477-40.6% | $6,031-55.9% | $4,296-38.1% |
| Admin fee / account holder | $5,101 | $8,227-38.0% | $12,690-59.8% | $6,918-26.3% |