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 | $85,582 | $86,929-1.6% | $102,423-16.4% | $80,856+5.8% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.6%+21.8pp |
| Annual return | 14.26% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,281 | $2,369-45.9% | $3,023-57.6% | $2,755-53.5% |
| Participant deferral / active EE | $3,011 | $4,118-26.9% | $5,053-40.4% | $4,296-29.9% |
| Admin fee / account holder | $8,998 | $8,049+11.8% | $9,451-4.8% | $6,918+30.1% |