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 | $82,741 | $79,944+3.5% | $98,439-15.9% | $75,163+10.1% |
| Participation rate | 75.4% | 70.4%+5.0pp | 75.2%+0.3pp | 67.2%+8.2pp |
| Annual return | 14.03% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,127 | $2,264-6.0% | $3,048-30.2% | $2,670-20.3% |
| Participant deferral / active EE | $3,443 | $3,752-8.2% | $4,738-27.3% | $4,125-16.5% |
| Admin fee / account holder | $33,670 | $6,840+392.3% | $8,948+276.3% | $5,651+495.8% |