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 | $81,966 | $80,717+1.5% | $154,803-47.1% | $84,808-3.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 19.21% | 37.96%-18.7pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,229 | $2,761-19.3% | $4,305-48.2% | $2,631-15.3% |
| Participant deferral / active EE | $3,727 | $3,303+12.8% | $5,540-32.7% | $4,212-11.5% |
| Admin fee / account holder | $1,720 | $6,746-74.5% | $14,329-88.0% | $7,344-76.6% |