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 | $87,166 | $95,803-9.0% | $113,168-23.0% | $84,808+2.8% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 18.10% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,734 | $2,360+15.8% | $2,975-8.1% | $2,631+3.9% |
| Participant deferral / active EE | $5,492 | $4,242+29.5% | $5,107+7.5% | $4,212+30.4% |
| Admin fee / account holder | $13,954 | $8,989+55.2% | $12,068+15.6% | $7,344+90.0% |