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 | $82,198 | $78,485+4.7% | $106,213-22.6% | $74,495+10.3% |
| Participation rate | 77.0% | 72.8%+4.1pp | 75.3%+1.7pp | 67.2%+9.8pp |
| Annual return | 13.58% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,188 | $2,523-13.3% | $3,171-31.0% | $2,623-16.6% |
| Participant deferral / active EE | $4,301 | $4,322-0.5% | $5,016-14.3% | $4,346-1.0% |
| Admin fee / account holder | $2,996 | $2,232+34.2% | $11,033-72.8% | $1,942+54.3% |