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 | $99,212 | $138,562-28.4% | $246,525-59.8% | $116,875-15.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 82.0%+10.6pp | 74.5%+18.1pp |
| Annual return | 14.21% | 16.14%-1.9pp | 0.46%+13.7pp | 16.29%-2.1pp |
| Employer contribution / active EE | $3,632 | $4,835-24.9% | $7,467-51.4% | $3,288+10.5% |
| Participant deferral / active EE | $2,478 | $4,207-41.1% | $5,422-54.3% | $3,885-36.2% |
| Admin fee / account holder | $5,671 | $18,110-68.7% | $16,551-65.7% | $12,263-53.8% |