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 | $85,981 | $95,803-10.3% | $113,168-24.0% | $84,808+1.4% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 15.00% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,091 | $2,360-11.4% | $2,975-29.7% | $2,631-20.5% |
| Participant deferral / active EE | $3,329 | $4,242-21.5% | $5,107-34.8% | $4,212-21.0% |
| Admin fee / account holder | $11,652 | $8,989+29.6% | $12,068-3.4% | $7,344+58.7% |