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 | $87,027 | $100,326-13.3% | $180,183-51.7% | $84,808+2.6% |
| Participation rate | 87.7% | 71.0%+16.7pp | 77.4%+10.2pp | 68.3%+19.4pp |
| Annual return | 16.87% | 17.86%-1.0pp | 27.86%-11.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,024 | $3,269-7.5% | $5,039-40.0% | $2,631+15.0% |
| Participant deferral / active EE | $7,150 | $5,066+41.1% | $6,822+4.8% | $4,212+69.8% |
| Admin fee / account holder | $4,803 | $9,674-50.3% | $19,975-76.0% | $7,344-34.6% |