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 | $88,296 | $88,707-0.5% | $74,183+19.0% | $273,961-67.8% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 10.33% | 11.94%-1.6pp | 17.74%-7.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,105 | $3,159-65.0% | $2,370-53.4% | $4,869-77.3% |
| Participant deferral / active EE | $2,430 | $4,212-42.3% | $3,550-31.5% | $5,287-54.0% |
| Admin fee / account holder | $2,027 | $8,717-76.7% | $5,586-63.7% | $10,132-80.0% |