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 | $95,145 | $94,031+1.2% | $115,768-17.8% | $82,448+15.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.4%+21.6pp | 68.1%+27.9pp |
| Annual return | 13.75% | 20.61%-6.9pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,183 | $2,323-6.0% | $2,940-25.7% | $2,551-14.4% |
| Participant deferral / active EE | $3,645 | $3,972-8.2% | $4,917-25.9% | $4,139-12.0% |
| Admin fee / account holder | $4,782 | $10,249-53.3% | $12,439-61.6% | $7,234-33.9% |