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 | $86,776 | $92,985-6.7% | $153,485-43.5% | $80,856+7.3% |
| Participation rate | 92.7% | 69.0%+23.7pp | 77.1%+15.6pp | 67.6%+25.0pp |
| Annual return | 17.37% | 19.95%-2.6pp | 15.65%+1.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,847 | $3,507+9.7% | $5,039-23.7% | $2,755+39.6% |
| Participant deferral / active EE | $8,464 | $5,178+63.5% | $6,757+25.3% | $4,296+97.0% |
| Admin fee / account holder | $2,989 | $8,880-66.3% | $12,724-76.5% | $6,918-56.8% |