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 | $83,921 | $85,515-1.9% | $112,040-25.1% | $67,986+23.4% |
| Participation rate | 78.0% | 68.2%+9.8pp | 76.5%+1.5pp | 57.2%+20.8pp |
| Annual return | 17.10% | 29.68%-12.6pp | 24.52%-7.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,380 | $2,191-37.0% | $2,954-53.3% | $2,019-31.6% |
| Participant deferral / active EE | $6,198 | $4,014+54.4% | $5,098+21.6% | $3,358+84.6% |
| Admin fee / account holder | $6,597 | $3,774+74.8% | $12,098-45.5% | $3,203+105.9% |