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 | $100,959 | $95,803+5.4% | $113,168-10.8% | $84,808+19.0% |
| Participation rate | 77.6% | 72.9%+4.8pp | 76.6%+1.1pp | 68.3%+9.3pp |
| Annual return | 13.42% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,989 | $2,360-15.7% | $2,975-33.2% | $2,631-24.4% |
| Participant deferral / active EE | $3,556 | $4,242-16.2% | $5,107-30.4% | $4,212-15.6% |
| Admin fee / account holder | $14,647 | $8,989+63.0% | $12,068+21.4% | $7,344+99.5% |