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 | $82,299 | $81,460+1.0% | $103,333-20.4% | $80,856+1.8% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 12.80% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,944 | $3,105-37.4% | $3,868-49.7% | $2,755-29.4% |
| Participant deferral / active EE | $2,331 | $3,869-39.7% | $5,057-53.9% | $4,296-45.7% |
| Admin fee / account holder | $8,386 | $6,566+27.7% | $8,355+0.4% | $6,918+21.2% |