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 | $91,938 | $95,803-4.0% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 83.7% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.4pp |
| Annual return | 15.80% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,207 | $2,360-48.8% | $2,975-59.4% | $2,631-54.1% |
| Participant deferral / active EE | $8,877 | $4,242+109.3% | $5,107+73.8% | $4,212+110.8% |
| Admin fee / account holder | $29,627 | $8,989+229.6% | $12,068+145.5% | $7,344+303.4% |