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 | $86,171 | $138,347-37.7% | $184,203-53.2% | $80,856+6.6% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,564 | $4,850-26.5% | $6,427-44.6% | $2,755+29.4% |
| Participant deferral / active EE | $5,257 | $7,071-25.6% | $9,131-42.4% | $4,296+22.4% |
| Admin fee / account holder | $9,983 | $10,483-4.8% | $13,901-28.2% | $6,918+44.3% |