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 | $93,421 | $95,803-2.5% | $113,168-17.4% | $84,808+10.2% |
| Participation rate | 84.5% | 72.9%+11.7pp | 76.6%+8.0pp | 68.3%+16.2pp |
| Annual return | 15.73% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,262 | $2,360-4.1% | $2,975-24.0% | $2,631-14.0% |
| Participant deferral / active EE | $4,945 | $4,242+16.6% | $5,107-3.2% | $4,212+17.4% |
| Admin fee / account holder | $6,604 | $8,989-26.5% | $12,068-45.3% | $7,344-10.1% |