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 | $98,832 | $95,803+3.2% | $113,168-12.7% | $84,808+16.5% |
| Participation rate | 71.2% | 72.9%-1.7pp | 76.6%-5.4pp | 68.3%+2.8pp |
| Annual return | 18.96% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,982 | $2,360-16.0% | $2,975-33.4% | $2,631-24.6% |
| Participant deferral / active EE | $3,653 | $4,242-13.9% | $5,107-28.5% | $4,212-13.3% |
| Admin fee / account holder | $8,986 | $8,9890% | $12,068-25.5% | $7,344+22.4% |