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 | $89,910 | $90,503-0.7% | $78,689+14.3% | $273,961-67.2% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 13.01% | 75.60%-62.6pp | 62.18%-49.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,648 | $3,176-16.6% | $2,851-7.1% | $4,869-45.6% |
| Participant deferral / active EE | $6,472 | $3,901+65.9% | $3,517+84.0% | $5,287+22.4% |
| Admin fee / account holder | $8,338 | $5,263+58.4% | $4,510+84.9% | $10,132-17.7% |