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 | $98,851 | $100,326-1.5% | $180,183-45.1% | $84,808+16.6% |
| Participation rate | 82.1% | 71.0%+11.1pp | 77.4%+4.7pp | 68.3%+13.8pp |
| Annual return | 14.10% | 17.86%-3.8pp | 27.86%-13.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,368 | $3,269-27.6% | $5,039-53.0% | $2,631-10.0% |
| Participant deferral / active EE | $5,485 | $5,066+8.3% | $6,822-19.6% | $4,212+30.2% |
| Admin fee / account holder | $136,169 | $9,674+1307.5% | $19,975+581.7% | $7,344+1754.2% |