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 | $95,803-8.1% | $113,168-22.2% | $84,808+3.8% |
| Participation rate | 81.0% | 72.9%+8.1pp | 76.6%+4.4pp | 68.3%+12.7pp |
| Annual return | 12.29% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,547 | $2,360-34.4% | $2,975-48.0% | $2,631-41.2% |
| Participant deferral / active EE | $4,020 | $4,242-5.2% | $5,107-21.3% | $4,212-4.5% |
| Admin fee / account holder | $11,114 | $8,989+23.6% | $12,068-7.9% | $7,344+51.3% |