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 | $99,028 | $109,413-9.5% | $156,263-36.6% | $84,808+16.8% |
| Participation rate | 89.8% | 72.7%+17.1pp | 78.9%+10.9pp | 68.3%+21.5pp |
| Annual return | 13.04% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,718 | $2,907-40.9% | $4,333-60.4% | $2,631-34.7% |
| Participant deferral / active EE | $3,159 | $4,590-31.2% | $6,158-48.7% | $4,212-25.0% |
| Admin fee / account holder | $6,462 | $9,357-30.9% | $14,255-54.7% | $7,344-12.0% |