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 | $96,582 | $95,803+0.8% | $113,168-14.7% | $84,808+13.9% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 13.47% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,898 | $2,360-19.6% | $2,975-36.2% | $2,631-27.9% |
| Participant deferral / active EE | $4,561 | $4,242+7.5% | $5,107-10.7% | $4,212+8.3% |
| Admin fee / account holder | $31,685 | $8,989+252.5% | $12,068+162.6% | $7,344+331.5% |