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 | $94,714 | $101,724-6.9% | $164,813-42.5% | $80,856+17.1% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.6%+29.6pp |
| Annual return | 11.29% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,704 | $2,953-8.4% | $4,341-37.7% | $2,755-1.8% |
| Participant deferral / active EE | $4,393 | $4,477-1.9% | $6,031-27.2% | $4,296+2.3% |
| Admin fee / account holder | $713 | $8,227-91.3% | $12,690-94.4% | $6,918-89.7% |