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 | $84,289 | $87,870-4.1% | $113,168-25.5% | $74,304+13.4% |
| Participation rate | 92.4% | 70.7%+21.6pp | 76.6%+15.8pp | 60.3%+32.0pp |
| Annual return | 15.36% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $815 | $2,277-64.2% | $2,975-72.6% | $2,241-63.6% |
| Participant deferral / active EE | $7,324 | $4,241+72.7% | $5,107+43.4% | $3,767+94.4% |
| Admin fee / account holder | $1,640 | $3,368-51.3% | $12,068-86.4% | $2,969-44.8% |