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 | $92,822 | $109,413-15.2% | $156,263-40.6% | $84,808+9.5% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 15.28% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,561 | $2,907-11.9% | $4,333-40.9% | $2,631-2.7% |
| Participant deferral / active EE | $3,585 | $4,590-21.9% | $6,158-41.8% | $4,212-14.9% |
| Admin fee / account holder | $2,290 | $9,357-75.5% | $14,255-83.9% | $7,344-68.8% |