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 | $85,414 | $79,944+6.8% | $98,439-13.2% | $75,163+13.6% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.2%+23.6pp | 67.2%+31.6pp |
| Annual return | 16.49% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,067 | $2,264+35.5% | $3,048+0.6% | $2,670+14.9% |
| Participant deferral / active EE | $4,000 | $3,752+6.6% | $4,738-15.6% | $4,125-3.0% |
| Admin fee / account holder | $13,313 | $6,840+94.6% | $8,948+48.8% | $5,651+135.6% |