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 | $79,934 | $81,248-1.6% | $155,509-48.6% | $80,856-1.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 15.91% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,489 | $3,100-52.0% | $4,672-68.1% | $2,755-45.9% |
| Participant deferral / active EE | $3,702 | $3,452+7.3% | $5,626-34.2% | $4,296-13.8% |
| Admin fee / account holder | $25,327 | $7,997+216.7% | $15,912+59.2% | $6,918+266.1% |