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 | $86,991 | $84,233+3.3% | $170,442-49.0% | $70,131+24.0% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 16.86% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,185 | $3,387-35.5% | $5,433-59.8% | $2,342-6.7% |
| Participant deferral / active EE | $3,931 | $3,086+27.4% | $4,939-20.4% | $3,332+18.0% |
| Admin fee / account holder | $9,644 | $5,698+69.3% | $13,880-30.5% | $4,645+107.6% |