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 | $84,014 | $78,705+6.7% | $117,854-28.7% | $70,131+19.8% |
| Participation rate | 72.2% | 73.2%-1.0pp | 79.7%-7.4pp | 69.5%+2.7pp |
| Annual return | 18.01% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,635 | $2,223-26.5% | $3,786-56.8% | $2,342-30.2% |
| Participant deferral / active EE | $6,403 | $3,297+94.2% | $4,482+42.9% | $3,332+92.2% |
| Admin fee / account holder | $6,691 | $5,065+32.1% | $8,020-16.6% | $4,645+44.0% |