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 | $78,566 | $67,411+16.5% | $91,001-13.7% | $70,131+12.0% |
| Participation rate | 95.9% | 71.4%+24.6pp | 75.6%+20.3pp | 69.5%+26.4pp |
| Annual return | 12.64% | -40.16%+52.8pp | 4.60%+8.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $836 | $1,786-53.2% | $2,456-66.0% | $2,342-64.3% |
| Participant deferral / active EE | $2,563 | $2,823-9.2% | $3,547-27.8% | $3,332-23.1% |
| Admin fee / account holder | $11,842 | $4,236+179.5% | $5,417+118.6% | $4,645+154.9% |