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 | $85,071 | $109,413-22.2% | $156,263-45.6% | $84,808+0.3% |
| Participation rate | 79.4% | 72.7%+6.7pp | 78.9%+0.5pp | 68.3%+11.1pp |
| Annual return | 13.92% | 20.18%-6.3pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,208 | $2,907-58.5% | $4,333-72.1% | $2,631-54.1% |
| Participant deferral / active EE | $2,973 | $4,590-35.2% | $6,158-51.7% | $4,212-29.4% |
| Admin fee / account holder | $25,942 | $9,357+177.3% | $14,255+82.0% | $7,344+253.3% |