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 | $95,000 | $95,453-0.5% | $112,040-15.2% | $82,448+15.2% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 14.72% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,947 | $2,318+113.4% | $2,954+67.5% | $2,551+93.9% |
| Participant deferral / active EE | $7,337 | $4,224+73.7% | $5,098+43.9% | $4,139+77.2% |
| Admin fee / account holder | $60,607 | $9,013+572.4% | $12,098+401.0% | $7,234+737.8% |