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 | $97,501 | $95,803+1.8% | $113,168-13.8% | $84,808+15.0% |
| Participation rate | 82.4% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.1pp |
| Annual return | 13.74% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,588 | $2,360-32.7% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $4,933 | $4,242+16.3% | $5,107-3.4% | $4,212+17.1% |
| Admin fee / account holder | $4,503 | $8,989-49.9% | $12,068-62.7% | $7,344-38.7% |