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 | $81,937 | $98,750-17.0% | $149,696-45.3% | $79,858+2.6% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 21.56% | 27.43%-5.9pp | 276.60%-255.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $3,088 | $3,216-4.0% | $4,644-33.5% | $2,471+25.0% |
| Participant deferral / active EE | $5,882 | $5,680+3.6% | $6,842-14.0% | $3,740+57.3% |
| Admin fee / account holder | $2,517 | $6,053-58.4% | $9,309-73.0% | $5,306-52.6% |