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 | $98,428 | $99,341-0.9% | $84,750+16.1% | $273,961-64.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.12% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,484 | $4,214-17.3% | $3,574-2.5% | $4,869-28.4% |
| Participant deferral / active EE | $6,114 | $4,269+43.2% | $3,712+64.7% | $5,287+15.6% |
| Admin fee / account holder | $1,743 | $6,644-73.8% | $5,332-67.3% | $10,132-82.8% |