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 | $102,391 | $95,803+6.9% | $113,168-9.5% | $84,808+20.7% |
| Participation rate | 87.1% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.8pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $793 | $2,360-66.4% | $2,975-73.3% | $2,631-69.9% |
| Participant deferral / active EE | $6,296 | $4,242+48.4% | $5,107+23.3% | $4,212+49.5% |
| Admin fee / account holder | $2,940 | $8,989-67.3% | $12,068-75.6% | $7,344-60.0% |