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 | $86,809 | $86,929-0.1% | $102,423-15.2% | $80,856+7.4% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.8pp |
| Annual return | 11.79% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,391 | $2,369-41.3% | $3,023-54.0% | $2,755-49.5% |
| Participant deferral / active EE | $5,141 | $4,118+24.8% | $5,053+1.7% | $4,296+19.7% |
| Admin fee / account holder | $5,445 | $8,049-32.4% | $9,451-42.4% | $6,918-21.3% |