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 | $80,906 | $125,758-35.7% | $169,993-52.4% | $75,163+7.6% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.0%+2.8pp | 67.2%+22.6pp |
| Annual return | 17.00% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,214 | $4,615-52.0% | $6,785-67.4% | $2,670-17.1% |
| Participant deferral / active EE | $5,613 | $6,837-17.9% | $10,408-46.1% | $4,125+36.1% |
| Admin fee / account holder | $12,439 | $8,173+52.2% | $12,815-2.9% | $5,651+120.1% |