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 | $80,959 | $91,190-11.2% | $178,490-54.6% | $79,858+1.4% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 13.09% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $725 | $3,256-77.7% | $5,011-85.5% | $2,471-70.7% |
| Participant deferral / active EE | $3,157 | $3,236-2.4% | $5,202-39.3% | $3,740-15.6% |
| Admin fee / account holder | $6,582 | $6,751-2.5% | $13,984-52.9% | $5,306+24.0% |