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 | $95,453-3.7% | $112,040-17.9% | $82,448+11.5% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.5%+7.2pp | 68.1%+15.7pp |
| Annual return | 15.80% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,207 | $2,318-47.9% | $2,954-59.1% | $2,551-52.7% |
| Participant deferral / active EE | $8,877 | $4,224+110.2% | $5,098+74.1% | $4,139+114.4% |
| Admin fee / account holder | $29,627 | $9,013+228.7% | $12,098+144.9% | $7,234+309.5% |