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 | $96,327 | $95,803+0.5% | $113,168-14.9% | $84,808+13.6% |
| Participation rate | 79.7% | 72.9%+6.9pp | 76.6%+3.2pp | 68.3%+11.4pp |
| Annual return | 16.32% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,600 | $2,360+94.9% | $2,975+54.6% | $2,631+74.8% |
| Participant deferral / active EE | $3,158 | $4,242-25.6% | $5,107-38.2% | $4,212-25.0% |
| Admin fee / account holder | $5,559 | $8,989-38.2% | $12,068-53.9% | $7,344-24.3% |