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 | $83,518 | $87,870-5.0% | $113,168-26.2% | $74,304+12.4% |
| Participation rate | 77.3% | 70.7%+6.6pp | 76.6%+0.8pp | 60.3%+17.0pp |
| Annual return | 18.24% | 26.44%-8.2pp | 24.27%-6.0pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,890 | $2,277-17.0% | $2,975-36.5% | $2,241-15.7% |
| Participant deferral / active EE | $4,425 | $4,241+4.3% | $5,107-13.4% | $3,767+17.5% |
| Admin fee / account holder | $12,791 | $3,368+279.8% | $12,068+6.0% | $2,969+330.8% |