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 | $93,432 | $95,803-2.5% | $113,168-17.4% | $84,808+10.2% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 12.68% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,475 | $2,360-37.5% | $2,975-50.4% | $2,631-44.0% |
| Participant deferral / active EE | $8,255 | $4,242+94.6% | $5,107+61.6% | $4,212+96.0% |
| Admin fee / account holder | $13,062 | $8,989+45.3% | $12,068+8.2% | $7,344+77.9% |