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 | $95,453-3.3% | $112,040-17.6% | $82,448+11.9% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.5%+0.9pp | 68.1%+9.3pp |
| Annual return | 12.32% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,304 | $2,318-43.7% | $2,954-55.9% | $2,551-48.9% |
| Participant deferral / active EE | $4,942 | $4,224+17.0% | $5,098-3.1% | $4,139+19.4% |
| Admin fee / account holder | $17,064 | $9,013+89.3% | $12,098+41.0% | $7,234+135.9% |