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 | $98,893 | $95,803+3.2% | $113,168-12.6% | $84,808+16.6% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 16.84% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,086 | $2,360+30.8% | $2,975+3.7% | $2,631+17.3% |
| Participant deferral / active EE | $8,571 | $4,242+102.1% | $5,107+67.8% | $4,212+103.5% |
| Admin fee / account holder | $7,027 | $8,989-21.8% | $12,068-41.8% | $7,344-4.3% |