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 | $83,378 | $104,251-20.0% | $91,001-8.4% | $147,584-43.5% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 18.89% | 27.06%-8.2pp | 4.60%+14.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,893 | $3,116-39.2% | $2,456-22.9% | $4,876-61.2% |
| Participant deferral / active EE | $5,402 | $4,195+28.8% | $3,547+52.3% | $5,439-0.7% |
| Admin fee / account holder | $1,259 | $8,948-85.9% | $5,417-76.8% | $10,885-88.4% |