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 | $90,019 | $101,724-11.5% | $164,813-45.4% | $80,856+11.3% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 13.61% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $961 | $2,953-67.5% | $4,341-77.9% | $2,755-65.1% |
| Participant deferral / active EE | $6,637 | $4,477+48.2% | $6,031+10.0% | $4,296+54.5% |
| Admin fee / account holder | $6,640 | $8,227-19.3% | $12,690-47.7% | $6,918-4.0% |