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 | $94,104 | $95,803-1.8% | $113,168-16.8% | $84,808+11.0% |
| Participation rate | 84.7% | 72.9%+11.9pp | 76.6%+8.2pp | 68.3%+16.4pp |
| Annual return | 16.68% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,880 | $2,360+22.0% | $2,975-3.2% | $2,631+9.5% |
| Participant deferral / active EE | $6,004 | $4,242+41.5% | $5,107+17.6% | $4,212+42.6% |
| Admin fee / account holder | $4,242 | $8,989-52.8% | $12,068-64.8% | $7,344-42.2% |