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 | $92,300 | $95,803-3.7% | $113,168-18.4% | $84,808+8.8% |
| Participation rate | 77.4% | 72.9%+4.5pp | 76.6%+0.8pp | 68.3%+9.0pp |
| Annual return | 12.32% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,304 | $2,360-44.8% | $2,975-56.2% | $2,631-50.4% |
| Participant deferral / active EE | $4,942 | $4,242+16.5% | $5,107-3.2% | $4,212+17.3% |
| Admin fee / account holder | $17,064 | $8,989+89.8% | $12,068+41.4% | $7,344+132.4% |