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 | $86,787 | $94,625-8.3% | $116,228-25.3% | $84,808+2.3% |
| Participation rate | 81.5% | 70.4%+11.0pp | 74.6%+6.9pp | 68.3%+13.2pp |
| Annual return | 13.89% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,891 | $2,347-19.4% | $2,994-36.8% | $2,631-28.1% |
| Participant deferral / active EE | $3,979 | $3,972+0.2% | $4,953-19.7% | $4,212-5.5% |
| Admin fee / account holder | $15,874 | $10,091+57.3% | $11,989+32.4% | $7,344+116.2% |