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 | $84,344 | $78,422+7.6% | $95,952-12.1% | $79,858+5.6% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 11.18% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,468 | $1,945-24.5% | $2,541-42.2% | $2,471-40.6% |
| Participant deferral / active EE | $3,270 | $3,440-4.9% | $4,167-21.5% | $3,740-12.6% |
| Admin fee / account holder | $8,963 | $5,622+59.4% | $6,795+31.9% | $5,306+68.9% |