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 | $85,645 | $81,248+5.4% | $155,509-44.9% | $80,856+5.9% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 11.19% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,187 | $3,100+35.1% | $4,672-10.4% | $2,755+52.0% |
| Participant deferral / active EE | $5,007 | $3,452+45.1% | $5,626-11.0% | $4,296+16.6% |
| Admin fee / account holder | $15,839 | $7,997+98.1% | $15,912-0.5% | $6,918+129.0% |