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 | $101,013 | $109,413-7.7% | $156,263-35.4% | $84,808+19.1% |
| Participation rate | 83.0% | 72.7%+10.3pp | 78.9%+4.0pp | 68.3%+14.6pp |
| Annual return | 15.96% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,195 | $2,907-24.5% | $4,333-49.4% | $2,631-16.6% |
| Participant deferral / active EE | $3,617 | $4,590-21.2% | $6,158-41.3% | $4,212-14.1% |
| Admin fee / account holder | $1,410 | $9,357-84.9% | $14,255-90.1% | $7,344-80.8% |