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 | $88,194 | $64,839+36.0% | $95,585-7.7% | $84,808+4.0% |
| Participation rate | 90.4% | 63.8%+26.5pp | 72.1%+18.3pp | 68.3%+22.1pp |
| Annual return | 14.84% | -670.96%+685.8pp | 38.56%-23.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,026 | $1,759-41.7% | $2,527-59.4% | $2,631-61.0% |
| Participant deferral / active EE | $2,087 | $2,965-29.6% | $4,023-48.1% | $4,212-50.4% |
| Admin fee / account holder | $1,961 | $5,964-67.1% | $6,127-68.0% | $7,344-73.3% |