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 | $80,944 | $101,724-20.4% | $164,813-50.9% | $80,856+0.1% |
| Participation rate | 92.8% | 71.8%+21.0pp | 78.6%+14.2pp | 67.6%+25.1pp |
| Annual return | 20.42% | 16.72%+3.7pp | 69.93%-49.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,597 | $2,953-45.9% | $4,341-63.2% | $2,755-42.0% |
| Participant deferral / active EE | $4,039 | $4,477-9.8% | $6,031-33.0% | $4,296-6.0% |
| Admin fee / account holder | $15,651 | $8,227+90.2% | $12,690+23.3% | $6,918+126.2% |