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 | $86,153 | $95,803-10.1% | $113,168-23.9% | $84,808+1.6% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 21.14% | 25.00%-3.9pp | 24.27%-3.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,628 | $2,360+11.4% | $2,975-11.7% | $2,631-0.1% |
| Participant deferral / active EE | $6,380 | $4,242+50.4% | $5,107+24.9% | $4,212+51.5% |
| Admin fee / account holder | $8,538 | $8,989-5.0% | $12,068-29.3% | $7,344+16.3% |