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 | $80,414 | $77,634+3.6% | $156,549-48.6% | $62,891+27.9% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 6.80% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,595 | $3,444-24.7% | $5,501-52.8% | $2,281+13.8% |
| Participant deferral / active EE | $3,282 | $3,045+7.8% | $4,871-32.6% | $3,203+2.5% |
| Admin fee / account holder | $2,631 | $5,561-52.7% | $13,027-79.8% | $4,296-38.7% |