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 | $95,453-3.7% | $112,040-17.9% | $82,448+11.5% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 13.69% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,155 | $2,318-7.0% | $2,954-27.0% | $2,551-15.5% |
| Participant deferral / active EE | $6,136 | $4,224+45.3% | $5,098+20.4% | $4,139+48.2% |
| Admin fee / account holder | $8,437 | $9,013-6.4% | $12,098-30.3% | $7,234+16.6% |