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 | $88,588 | $95,803-7.5% | $113,168-21.7% | $84,808+4.5% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 16.34% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,927 | $2,360+24.0% | $2,975-1.6% | $2,631+11.2% |
| Participant deferral / active EE | $8,181 | $4,242+92.8% | $5,107+60.2% | $4,212+94.2% |
| Admin fee / account holder | $832 | $8,989-90.7% | $12,068-93.1% | $7,344-88.7% |