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 | $93,326 | $138,385-32.6% | $184,200-49.3% | $80,874+15.4% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.2pp |
| Annual return | 19.85% | 20.02%-0.2pp | 28.80%-9.0pp | 35.62%-15.8pp |
| Employer contribution / active EE | $7,465 | $4,849+53.9% | $6,424+16.2% | $2,756+170.9% |
| Participant deferral / active EE | $5,975 | $7,073-15.5% | $9,132-34.6% | $4,297+39.1% |
| Admin fee / account holder | $8,508 | $10,483-18.8% | $13,907-38.8% | $6,935+22.7% |