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 | $114,683 | $171,164-33.0% | $127,761-10.2% | $152,861-25.0% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.0%+7.7pp | 82.4%+4.2pp |
| Annual return | 13.40% | 23.54%-10.1pp | 26.14%-12.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,332 | $5,447-75.5% | $4,574-70.9% | $4,762-72.0% |
| Participant deferral / active EE | $4,467 | $7,038-36.5% | $6,021-25.8% | $5,850-23.6% |
| Admin fee / account holder | $8,640 | $14,530-40.5% | $9,395-8.0% | $11,596-25.5% |