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 | $78,036 | $77,314+0.9% | $177,989-56.2% | $80,856-3.5% |
| Participation rate | 90.2% | 65.7%+24.5pp | 77.1%+13.2pp | 67.6%+22.6pp |
| Annual return | 10.84% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,335 | $2,292-41.8% | $3,949-66.2% | $2,755-51.5% |
| Participant deferral / active EE | $4,119 | $4,411-6.6% | $6,276-34.4% | $4,296-4.1% |
| Admin fee / account holder | $10,001 | $7,191+39.1% | $10,363-3.5% | $6,918+44.6% |