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 | $96,736 | $95,803+1.0% | $113,168-14.5% | $84,808+14.1% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 15.33% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,986 | $2,360-15.8% | $2,975-33.2% | $2,631-24.5% |
| Participant deferral / active EE | $5,917 | $4,242+39.5% | $5,107+15.9% | $4,212+40.5% |
| Admin fee / account holder | $388 | $8,989-95.7% | $12,068-96.8% | $7,344-94.7% |