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 | $80,268 | $78,422+2.4% | $95,952-16.3% | $79,858+0.5% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 11.47% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,278 | $1,945-34.3% | $2,541-49.7% | $2,471-48.3% |
| Participant deferral / active EE | $2,237 | $3,440-35.0% | $4,167-46.3% | $3,740-40.2% |
| Admin fee / account holder | $9,793 | $5,622+74.2% | $6,795+44.1% | $5,306+84.6% |