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 | $85,196 | $80,717+5.5% | $154,803-45.0% | $84,808+0.5% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,078 | $2,761-61.0% | $4,305-75.0% | $2,631-59.0% |
| Participant deferral / active EE | $3,049 | $3,303-7.7% | $5,540-45.0% | $4,212-27.6% |
| Admin fee / account holder | $809 | $6,746-88.0% | $14,329-94.4% | $7,344-89.0% |