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 | $97,488 | $95,803+1.8% | $113,168-13.9% | $84,808+15.0% |
| Participation rate | 79.6% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.3pp |
| Annual return | 13.34% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,444 | $2,360+3.6% | $2,975-17.9% | $2,631-7.1% |
| Participant deferral / active EE | $5,659 | $4,242+33.4% | $5,107+10.8% | $4,212+34.4% |
| Admin fee / account holder | $2,073 | $8,989-76.9% | $12,068-82.8% | $7,344-71.8% |