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 | $100,251 | $79,944+25.4% | $98,439+1.8% | $75,163+33.4% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.2%+9.5pp | 67.2%+17.4pp |
| Annual return | 13.40% | 19.75%-6.3pp | 21.16%-7.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,724 | $2,264-23.9% | $3,048-43.5% | $2,670-35.4% |
| Participant deferral / active EE | $2,908 | $3,752-22.5% | $4,738-38.6% | $4,125-29.5% |
| Admin fee / account holder | $3,562 | $6,840-47.9% | $8,948-60.2% | $5,651-37.0% |