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 | $94,409 | $80,717+17.0% | $154,803-39.0% | $84,808+11.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 13.28% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,100 | $2,761-23.9% | $4,305-51.2% | $2,631-20.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,269 | $6,746-81.2% | $14,329-91.1% | $7,344-82.7% |