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 | $98,000 | $95,803+2.3% | $113,168-13.4% | $84,808+15.6% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 14.59% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,256 | $2,360-46.8% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $5,281 | $4,242+24.5% | $5,107+3.4% | $4,212+25.4% |
| Admin fee / account holder | $6,703 | $8,989-25.4% | $12,068-44.5% | $7,344-8.7% |