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 | $93,895 | $106,749-12.0% | $145,433-35.4% | $82,448+13.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 16.30% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,577 | $3,444-54.2% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $11,131 | $6,519+70.8% | $7,897+40.9% | $4,139+168.9% |
| Admin fee / account holder | $3,398 | $8,390-59.5% | $13,129-74.1% | $7,234-53.0% |