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 | $115,799 | $95,453+21.3% | $112,040+3.4% | $82,448+40.5% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.5%+21.2pp | 68.1%+29.6pp |
| Annual return | 16.81% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,496 | $2,318-35.5% | $2,954-49.4% | $2,551-41.4% |
| Participant deferral / active EE | $3,155 | $4,224-25.3% | $5,098-38.1% | $4,139-23.8% |
| Admin fee / account holder | $1,824 | $9,013-79.8% | $12,098-84.9% | $7,234-74.8% |