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 | $81,823 | $80,717+1.4% | $154,803-47.1% | $84,808-3.5% |
| Participation rate | 81.4% | 66.8%+14.6pp | 78.1%+3.4pp | 68.3%+13.1pp |
| Annual return | 18.22% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,234 | $2,761-19.1% | $4,305-48.1% | $2,631-15.1% |
| Participant deferral / active EE | $4,456 | $3,303+34.9% | $5,540-19.6% | $4,212+5.8% |
| Admin fee / account holder | $15,028 | $6,746+122.8% | $14,329+4.9% | $7,344+104.6% |