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 | $82,266 | $86,929-5.4% | $102,423-19.7% | $80,856+1.7% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 12.37% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $907 | $2,369-61.7% | $3,023-70.0% | $2,755-67.1% |
| Participant deferral / active EE | $3,985 | $4,118-3.2% | $5,053-21.1% | $4,296-7.2% |
| Admin fee / account holder | $8,308 | $8,049+3.2% | $9,451-12.1% | $6,918+20.1% |