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 | $92,371 | $109,413-15.6% | $156,263-40.9% | $84,808+8.9% |
| Participation rate | 90.7% | 72.7%+18.0pp | 78.9%+11.8pp | 68.3%+22.4pp |
| Annual return | 20.12% | 20.18%-0.1pp | 59.47%-39.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,752 | $2,907-39.7% | $4,333-59.6% | $2,631-33.4% |
| Participant deferral / active EE | $6,739 | $4,590+46.8% | $6,158+9.4% | $4,212+60.0% |
| Admin fee / account holder | $10,665 | $9,357+14.0% | $14,255-25.2% | $7,344+45.2% |