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 | $87,983 | $81,248+8.3% | $155,509-43.4% | $80,856+8.8% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.09% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,387 | $3,100-23.0% | $4,672-48.9% | $2,755-13.3% |
| Participant deferral / active EE | $3,717 | $3,452+7.7% | $5,626-33.9% | $4,296-13.5% |
| Admin fee / account holder | $859 | $7,997-89.3% | $15,912-94.6% | $6,918-87.6% |