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 | $220,503 | $227,396-3.0% | $442,409-50.2% | $116,875+88.7% |
| Participation rate | 80.0% | 85.7%-5.7pp | 88.0%-8.0pp | 74.5%+5.5pp |
| Annual return | 17.21% | 16.35%+0.9pp | 90.53%-73.3pp | 16.29%+0.9pp |
| Employer contribution / active EE | $2,378 | $5,244-54.7% | $7,697-69.1% | $3,288-27.7% |
| Participant deferral / active EE | $5,997 | $7,352-18.4% | $7,555-20.6% | $3,885+54.4% |
| Admin fee / account holder | $2,212 | $16,310-86.4% | $51,603-95.7% | $12,263-82.0% |