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 | $98,029 | $95,803+2.3% | $113,168-13.4% | $84,808+15.6% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.7pp |
| Annual return | 13.75% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,340 | $2,360-43.2% | $2,975-55.0% | $2,631-49.1% |
| Participant deferral / active EE | $6,808 | $4,242+60.5% | $5,107+33.3% | $4,212+61.7% |
| Admin fee / account holder | $13,191 | $8,989+46.7% | $12,068+9.3% | $7,344+79.6% |