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 | $90,640 | $95,453-5.0% | $112,040-19.1% | $82,448+9.9% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 13.86% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,918 | $2,318-17.3% | $2,954-35.1% | $2,551-24.8% |
| Participant deferral / active EE | $5,613 | $4,224+32.9% | $5,098+10.1% | $4,139+35.6% |
| Admin fee / account holder | $8,845 | $9,013-1.9% | $12,098-26.9% | $7,234+22.3% |