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 | $84,788 | $87,870-3.5% | $113,168-25.1% | $74,304+14.1% |
| Participation rate | 76.5% | 70.7%+5.7pp | 76.6%-0.1pp | 60.3%+16.1pp |
| Annual return | 13.42% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,006 | $2,277-55.8% | $2,975-66.2% | $2,241-55.1% |
| Participant deferral / active EE | $4,679 | $4,241+10.3% | $5,107-8.4% | $3,767+24.2% |
| Admin fee / account holder | $17,780 | $3,368+427.9% | $12,068+47.3% | $2,969+498.9% |