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 | $99,600 | $146,267-31.9% | $197,124-49.5% | $82,448+20.8% |
| Participation rate | 92.1% | 84.0%+8.1pp | 86.7%+5.4pp | 68.1%+24.0pp |
| Annual return | 16.20% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,848 | $4,723-39.7% | $6,227-54.3% | $2,551+11.7% |
| Participant deferral / active EE | $4,817 | $7,035-31.5% | $9,135-47.3% | $4,139+16.4% |
| Admin fee / account holder | $1,149 | $14,422-92.0% | $16,298-93.0% | $7,234-84.1% |