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 | $76,056 | $89,753-15.3% | $107,525-29.3% | $84,808-10.3% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 12.98% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,998 | $3,113+28.4% | $3,754+6.5% | $2,631+52.0% |
| Participant deferral / active EE | $3,010 | $4,056-25.8% | $5,116-41.2% | $4,212-28.5% |
| Admin fee / account holder | $2,882 | $7,222-60.1% | $8,919-67.7% | $7,344-60.8% |