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 | $84,775 | $81,460+4.1% | $103,333-18.0% | $80,856+4.8% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 15.55% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,687 | $3,105-45.7% | $3,868-56.4% | $2,755-38.8% |
| Participant deferral / active EE | $6,096 | $3,869+57.6% | $5,057+20.5% | $4,296+41.9% |
| Admin fee / account holder | $23,885 | $6,566+263.7% | $8,355+185.9% | $6,918+245.3% |