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 | $88,574 | $89,355-0.9% | $141,162-37.3% | $72,985+21.4% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 21.44% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,203 | $3,114-61.4% | $4,735-74.6% | $2,440-50.7% |
| Participant deferral / active EE | $6,223 | $5,418+14.9% | $6,709-7.2% | $3,607+72.5% |
| Admin fee / account holder | $18,615 | $5,958+212.4% | $10,261+81.4% | $5,124+263.3% |