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 | $87,128 | $96,484-9.7% | $156,263-44.2% | $74,304+17.3% |
| Participation rate | 94.4% | 67.7%+26.8pp | 78.9%+15.5pp | 60.3%+34.1pp |
| Annual return | 16.37% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,970 | $2,528-22.1% | $4,333-54.5% | $2,241-12.1% |
| Participant deferral / active EE | $3,827 | $4,286-10.7% | $6,158-37.9% | $3,767+1.6% |
| Admin fee / account holder | $2,516 | $3,728-32.5% | $14,255-82.3% | $2,969-15.2% |