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 | $85,779 | $78,705+9.0% | $117,854-27.2% | $70,131+22.3% |
| Participation rate | 81.5% | 73.2%+8.3pp | 79.7%+1.8pp | 69.5%+11.9pp |
| Annual return | 15.57% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,283 | $2,223-42.3% | $3,786-66.1% | $2,342-45.2% |
| Participant deferral / active EE | $2,999 | $3,297-9.1% | $4,482-33.1% | $3,332-10.0% |
| Admin fee / account holder | $5,640 | $5,065+11.3% | $8,020-29.7% | $4,645+21.4% |