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 | $85,051 | $91,552-7.1% | $133,956-36.5% | $79,858+6.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 11.73% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $740 | $2,384-69.0% | $3,919-81.1% | $2,471-70.1% |
| Participant deferral / active EE | $3,717 | $3,733-0.4% | $5,048-26.4% | $3,740-0.6% |
| Admin fee / account holder | $773 | $6,321-87.8% | $8,927-91.3% | $5,306-85.4% |