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 | $92,529 | $92,985-0.5% | $153,485-39.7% | $80,856+14.4% |
| Participation rate | 87.9% | 69.0%+18.9pp | 77.1%+10.8pp | 67.6%+20.2pp |
| Annual return | 12.51% | 19.95%-7.4pp | 15.65%-3.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,879 | $3,507-17.9% | $5,039-42.9% | $2,755+4.5% |
| Participant deferral / active EE | $7,663 | $5,178+48.0% | $6,757+13.4% | $4,296+78.4% |
| Admin fee / account holder | $2,402 | $8,880-73.0% | $12,724-81.1% | $6,918-65.3% |