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 | $128,357 | $109,881+16.8% | $150,045-14.5% | $84,808+51.4% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,542 | $3,561-28.6% | $4,693-45.8% | $2,631-3.4% |
| Participant deferral / active EE | $7,301 | $6,636+10.0% | $7,997-8.7% | $4,212+73.4% |
| Admin fee / account holder | $33,897 | $8,568+295.6% | $13,435+152.3% | $7,344+361.6% |