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 | $84,464 | $67,411+25.3% | $91,001-7.2% | $70,131+20.4% |
| Participation rate | 79.2% | 71.4%+7.9pp | 75.6%+3.6pp | 69.5%+9.7pp |
| Annual return | 15.74% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $668 | $1,786-62.6% | $2,456-72.8% | $2,342-71.5% |
| Participant deferral / active EE | $2,115 | $2,823-25.1% | $3,547-40.4% | $3,332-36.5% |
| Admin fee / account holder | $766 | $4,236-81.9% | $5,417-85.9% | $4,645-83.5% |