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 | $81,149 | $86,929-6.6% | $102,423-20.8% | $80,856+0.4% |
| Participation rate | 94.3% | 72.4%+22.0pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 23.25% | 18.88%+4.4pp | 29.32%-6.1pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,896 | $2,369-20.0% | $3,023-37.3% | $2,755-31.2% |
| Participant deferral / active EE | $2,018 | $4,118-51.0% | $5,053-60.1% | $4,296-53.0% |
| Admin fee / account holder | $10,934 | $8,049+35.8% | $9,451+15.7% | $6,918+58.1% |