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 | $89,818 | $89,753+0.1% | $107,525-16.5% | $84,808+5.9% |
| Participation rate | 81.1% | 68.1%+13.1pp | 75.1%+6.0pp | 68.3%+12.8pp |
| Annual return | 14.88% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,326 | $3,113+6.8% | $3,754-11.4% | $2,631+26.4% |
| Participant deferral / active EE | $8,257 | $4,056+103.6% | $5,116+61.4% | $4,212+96.0% |
| Admin fee / account holder | $9,148 | $7,222+26.7% | $8,919+2.6% | $7,344+24.6% |