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 | $110,781 | $109,413+1.3% | $156,263-29.1% | $84,808+30.6% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 13.69% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,569 | $2,907-11.6% | $4,333-40.7% | $2,631-2.4% |
| Participant deferral / active EE | $5,367 | $4,590+16.9% | $6,158-12.9% | $4,212+27.4% |
| Admin fee / account holder | $43,846 | $9,357+368.6% | $14,255+207.6% | $7,344+497.0% |