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 | $100,508 | $95,803+4.9% | $113,168-11.2% | $84,808+18.5% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 15.05% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,617 | $2,360-31.5% | $2,975-45.6% | $2,631-38.5% |
| Participant deferral / active EE | $7,752 | $4,242+82.7% | $5,107+51.8% | $4,212+84.1% |
| Admin fee / account holder | $10,634 | $8,989+18.3% | $12,068-11.9% | $7,344+44.8% |