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 | $85,162 | $77,899+9.3% | $149,673-43.1% | $75,163+13.3% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 13.76% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,749 | $3,137-12.4% | $4,818-42.9% | $2,670+2.9% |
| Participant deferral / active EE | $5,777 | $3,411+69.4% | $5,680+1.7% | $4,125+40.1% |
| Admin fee / account holder | $10,426 | $5,956+75.0% | $13,210-21.1% | $5,651+84.5% |