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 | $85,606 | $89,698-4.6% | $103,476-17.3% | $80,856+5.9% |
| Participation rate | 86.6% | 76.0%+10.6pp | 80.5%+6.1pp | 67.6%+18.9pp |
| Annual return | 12.36% | 22.78%-10.4pp | 23.90%-11.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,402 | $4,018-40.2% | $4,672-48.6% | $2,755-12.8% |
| Participant deferral / active EE | $3,228 | $5,456-40.8% | $6,623-51.3% | $4,296-24.9% |
| Admin fee / account holder | $12,670 | $6,768+87.2% | $9,413+34.6% | $6,918+83.2% |