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 | $91,947 | $95,803-4.0% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 13.69% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,155 | $2,360-8.7% | $2,975-27.6% | $2,631-18.1% |
| Participant deferral / active EE | $6,136 | $4,242+44.6% | $5,107+20.2% | $4,212+45.7% |
| Admin fee / account holder | $8,437 | $8,989-6.1% | $12,068-30.1% | $7,344+14.9% |