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 | $92,972 | $88,634+4.9% | $101,326-8.2% | $74,304+25.1% |
| Participation rate | 72.1% | 76.9%-4.7pp | 81.5%-9.4pp | 60.3%+11.8pp |
| Annual return | 20.78% | 33.10%-12.3pp | 36.82%-16.0pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,896 | $2,930-35.3% | $3,665-48.3% | $2,241-15.4% |
| Participant deferral / active EE | $6,218 | $7,322-15.1% | $7,994-22.2% | $3,767+65.0% |
| Admin fee / account holder | $2,576 | $2,425+6.2% | $11,185-77.0% | $2,969-13.2% |