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 | $90,763 | $102,605-11.5% | $145,661-37.7% | $84,808+7.0% |
| Participation rate | 96.2% | 74.3%+21.9pp | 77.2%+19.0pp | 68.3%+27.9pp |
| Annual return | 18.32% | 26.50%-8.2pp | 101.46%-83.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,622 | $3,325+8.9% | $4,238-14.5% | $2,631+37.7% |
| Participant deferral / active EE | $5,249 | $5,750-8.7% | $7,198-27.1% | $4,212+24.6% |
| Admin fee / account holder | $6,716 | $8,758-23.3% | $12,466-46.1% | $7,344-8.5% |