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 | $94,925 | $95,803-0.9% | $113,168-16.1% | $84,808+11.9% |
| Participation rate | 97.4% | 72.9%+24.6pp | 76.6%+20.9pp | 68.3%+29.1pp |
| Annual return | 12.41% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,833 | $2,360+20.0% | $2,975-4.8% | $2,631+7.7% |
| Participant deferral / active EE | $5,335 | $4,242+25.8% | $5,107+4.5% | $4,212+26.7% |
| Admin fee / account holder | $1,139 | $8,989-87.3% | $12,068-90.6% | $7,344-84.5% |