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 | $92,508 | $95,803-3.4% | $113,168-18.3% | $84,808+9.1% |
| Participation rate | 90.8% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.5pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,725 | $2,360+15.5% | $2,975-8.4% | $2,631+3.6% |
| Participant deferral / active EE | $6,553 | $4,242+54.5% | $5,107+28.3% | $4,212+55.6% |
| Admin fee / account holder | $7,708 | $8,989-14.3% | $12,068-36.1% | $7,344+5.0% |