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 | $83,379 | $71,050+17.4% | $93,606-10.9% | $80,856+3.1% |
| Participation rate | 98.1% | 60.4%+37.7pp | 68.7%+29.4pp | 67.6%+30.5pp |
| Annual return | 17.70% | 11.26%+6.4pp | 133.20%-115.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,604 | $1,564+2.6% | $2,420-33.7% | $2,755-41.8% |
| Participant deferral / active EE | $3,553 | $4,034-11.9% | $4,411-19.4% | $4,296-17.3% |
| Admin fee / account holder | $2,514 | $6,945-63.8% | $8,285-69.7% | $6,918-63.7% |