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 | $87,273 | $95,453-8.6% | $112,040-22.1% | $82,448+5.9% |
| Participation rate | 83.0% | 72.8%+10.3pp | 76.5%+6.5pp | 68.1%+15.0pp |
| Annual return | 15.26% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $976 | $2,318-57.9% | $2,954-67.0% | $2,551-61.7% |
| Participant deferral / active EE | $5,536 | $4,224+31.1% | $5,098+8.6% | $4,139+33.7% |
| Admin fee / account holder | $5,265 | $9,013-41.6% | $12,098-56.5% | $7,234-27.2% |