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 | $93,556 | $95,803-2.3% | $113,168-17.3% | $84,808+10.3% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 16.46% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,120 | $2,360-52.5% | $2,975-62.3% | $2,631-57.4% |
| Participant deferral / active EE | $3,949 | $4,242-6.9% | $5,107-22.7% | $4,212-6.2% |
| Admin fee / account holder | $5,000 | $8,989-44.4% | $12,068-58.6% | $7,344-31.9% |