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 | $88,045 | $95,453-7.8% | $112,040-21.4% | $82,448+6.8% |
| Participation rate | 81.0% | 72.8%+8.3pp | 76.5%+4.5pp | 68.1%+12.9pp |
| Annual return | 12.29% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,547 | $2,318-33.2% | $2,954-47.6% | $2,551-39.3% |
| Participant deferral / active EE | $4,020 | $4,224-4.8% | $5,098-21.1% | $4,139-2.9% |
| Admin fee / account holder | $11,114 | $9,013+23.3% | $12,098-8.1% | $7,234+53.6% |