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 | $104,640 | $95,803+9.2% | $113,168-7.5% | $84,808+23.4% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 17.14% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,590 | $2,360-32.6% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $6,800 | $4,242+60.3% | $5,107+33.1% | $4,212+61.5% |
| Admin fee / account holder | $6,892 | $8,989-23.3% | $12,068-42.9% | $7,344-6.1% |