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 | $82,232 | $77,634+5.9% | $156,549-47.5% | $62,891+30.8% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 8.50% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,570 | $3,444-25.4% | $5,501-53.3% | $2,281+12.7% |
| Participant deferral / active EE | $3,453 | $3,045+13.4% | $4,871-29.1% | $3,203+7.8% |
| Admin fee / account holder | $3,289 | $5,561-40.9% | $13,027-74.8% | $4,296-23.4% |