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 | $98,662 | $109,413-9.8% | $156,263-36.9% | $84,808+16.3% |
| Participation rate | 71.6% | 72.7%-1.1pp | 78.9%-7.3pp | 68.3%+3.3pp |
| Annual return | 16.71% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,863 | $2,907-1.5% | $4,333-33.9% | $2,631+8.8% |
| Participant deferral / active EE | $6,552 | $4,590+42.8% | $6,158+6.4% | $4,212+55.6% |
| Admin fee / account holder | $3,247 | $9,357-65.3% | $14,255-77.2% | $7,344-55.8% |