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 | $86,331 | $85,766+0.7% | $136,294-36.7% | $70,131+23.1% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 19.60% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,448 | $2,966-17.5% | $4,695-47.9% | $2,342+4.5% |
| Participant deferral / active EE | $5,661 | $5,051+12.1% | $6,247-9.4% | $3,332+69.9% |
| Admin fee / account holder | $3,383 | $5,420-37.6% | $9,243-63.4% | $4,645-27.2% |