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 | $95,683 | $101,724-5.9% | $164,813-41.9% | $80,856+18.3% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.1pp |
| Annual return | 13.55% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,410 | $2,953-18.4% | $4,341-44.5% | $2,755-12.5% |
| Participant deferral / active EE | $4,593 | $4,477+2.6% | $6,031-23.8% | $4,296+6.9% |
| Admin fee / account holder | $11,611 | $8,227+41.1% | $12,690-8.5% | $6,918+67.8% |