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 | $94,898 | $89,753+5.7% | $107,525-11.7% | $84,808+11.9% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,869 | $3,113+24.3% | $3,754+3.1% | $2,631+47.1% |
| Participant deferral / active EE | $4,588 | $4,056+13.1% | $5,116-10.3% | $4,212+8.9% |
| Admin fee / account holder | $21,633 | $7,222+199.5% | $8,919+142.6% | $7,344+194.6% |