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 | $81,033 | $86,929-6.8% | $102,423-20.9% | $80,856+0.2% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 18.85% | 18.88%0pp | 29.32%-10.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,840 | $2,369-22.4% | $3,023-39.2% | $2,755-33.2% |
| Participant deferral / active EE | $5,738 | $4,118+39.3% | $5,053+13.6% | $4,296+33.6% |
| Admin fee / account holder | $20,330 | $8,049+152.6% | $9,451+115.1% | $6,918+193.9% |