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 | $92,764 | $95,803-3.2% | $113,168-18.0% | $84,808+9.4% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,975 | $2,360+26.1% | $2,9750% | $2,631+13.1% |
| Participant deferral / active EE | $4,195 | $4,242-1.1% | $5,107-17.9% | $4,212-0.4% |
| Admin fee / account holder | $6,814 | $8,989-24.2% | $12,068-43.5% | $7,344-7.2% |