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 | $97,617 | $95,803+1.9% | $113,168-13.7% | $84,808+15.1% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 18.30% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,270 | $2,360+38.5% | $2,975+9.9% | $2,631+24.3% |
| Participant deferral / active EE | $6,476 | $4,242+52.7% | $5,107+26.8% | $4,212+53.8% |
| Admin fee / account holder | $1,570 | $8,989-82.5% | $12,068-87.0% | $7,344-78.6% |