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 | $91,122 | $95,453-4.5% | $112,040-18.7% | $82,448+10.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 19.16% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,367 | $2,318+2.1% | $2,954-19.9% | $2,551-7.2% |
| Participant deferral / active EE | $6,901 | $4,224+63.4% | $5,098+35.4% | $4,139+66.7% |
| Admin fee / account holder | $6,083 | $9,013-32.5% | $12,098-49.7% | $7,234-15.9% |