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 | $89,500 | $148,978-39.9% | $200,582-55.4% | $84,808+5.5% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 17.43% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,872 | $4,815-40.4% | $6,419-55.3% | $2,631+9.2% |
| Participant deferral / active EE | $4,498 | $7,142-37.0% | $9,331-51.8% | $4,212+6.8% |
| Admin fee / account holder | $11,136 | $13,977-20.3% | $16,305-31.7% | $7,344+51.6% |