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 | $89,333 | $95,803-6.8% | $113,168-21.1% | $84,808+5.3% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $860 | $2,360-63.5% | $2,975-71.1% | $2,631-67.3% |
| Participant deferral / active EE | $8,355 | $4,242+97.0% | $5,107+63.6% | $4,212+98.4% |
| Admin fee / account holder | $8,924 | $8,989-0.7% | $12,068-26.1% | $7,344+21.5% |