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 | $86,001 | $80,968+6.2% | $96,544-10.9% | $75,163+14.4% |
| Participation rate | 79.7% | 71.8%+7.9pp | 76.0%+3.7pp | 67.2%+12.5pp |
| Annual return | 13.69% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,819 | $2,282-20.3% | $2,965-38.6% | $2,670-31.9% |
| Participant deferral / active EE | $3,423 | $3,928-12.8% | $4,851-29.4% | $4,125-17.0% |
| Admin fee / account holder | $2,155 | $6,724-68.0% | $8,252-73.9% | $5,651-61.9% |