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 | $74,243 | $67,411+10.1% | $91,001-18.4% | $70,131+5.9% |
| Participation rate | 77.2% | 71.4%+5.8pp | 75.6%+1.6pp | 69.5%+7.6pp |
| Annual return | 14.77% | -40.16%+54.9pp | 4.60%+10.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,431 | $1,786-19.9% | $2,456-41.7% | $2,342-38.9% |
| Participant deferral / active EE | $2,728 | $2,823-3.4% | $3,547-23.1% | $3,332-18.1% |
| Admin fee / account holder | $3,838 | $4,236-9.4% | $5,417-29.2% | $4,645-17.4% |