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 | $82,850 | $80,717+2.6% | $154,803-46.5% | $84,808-2.3% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 80.25% | 37.96%+42.3pp | 58.88%+21.4pp | 40.90%+39.4pp |
| Employer contribution / active EE | $6,030 | $2,761+118.4% | $4,305+40.1% | $2,631+129.2% |
| Participant deferral / active EE | $3,761 | $3,303+13.9% | $5,540-32.1% | $4,212-10.7% |
| Admin fee / account holder | $1,614 | $6,746-76.1% | $14,329-88.7% | $7,344-78.0% |