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 | $77,074 | $80,968-4.8% | $96,544-20.2% | $75,163+2.5% |
| Participation rate | 81.0% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.8pp |
| Annual return | 20.95% | 27.06%-6.1pp | 25.84%-4.9pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,812 | $2,282-20.6% | $2,965-38.9% | $2,670-32.1% |
| Participant deferral / active EE | $5,702 | $3,928+45.2% | $4,851+17.5% | $4,125+38.2% |
| Admin fee / account holder | $18,215 | $6,724+170.9% | $8,252+120.7% | $5,651+222.3% |