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 | $83,847 | $91,019-7.9% | $392,568-78.6% | $72,985+14.9% |
| Participation rate | 94.5% | 74.4%+20.2pp | 78.1%+16.5pp | 69.5%+25.1pp |
| Annual return | 18.56% | 20.00%-1.4pp | 24.42%-5.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $3,104 | $2,751+12.8% | $3,783-18.0% | $2,440+27.2% |
| Participant deferral / active EE | $3,608 | $4,570-21.1% | $5,985-39.7% | $3,6070% |
| Admin fee / account holder | $4,722 | $4,895-3.5% | $6,260-24.6% | $5,124-7.9% |