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 | $88,148 | $95,803-8.0% | $113,168-22.1% | $84,808+3.9% |
| Participation rate | 97.0% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,090 | $2,360-53.8% | $2,975-63.3% | $2,631-58.6% |
| Participant deferral / active EE | $4,613 | $4,242+8.8% | $5,107-9.7% | $4,212+9.5% |
| Admin fee / account holder | $14,282 | $8,989+58.9% | $12,068+18.3% | $7,344+94.5% |