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 | $84,955 | $95,803-11.3% | $113,168-24.9% | $84,808+0.2% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 15.86% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,056 | $2,360-12.9% | $2,975-30.9% | $2,631-21.9% |
| Participant deferral / active EE | $4,410 | $4,242+4.0% | $5,107-13.6% | $4,212+4.7% |
| Admin fee / account holder | $7,787 | $8,989-13.4% | $12,068-35.5% | $7,344+6.0% |