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 | $82,562 | $84,233-2.0% | $170,442-51.6% | $70,131+17.7% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 16.36% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,998 | $3,387-41.0% | $5,433-63.2% | $2,342-14.7% |
| Participant deferral / active EE | $1,701 | $3,086-44.9% | $4,939-65.6% | $3,332-48.9% |
| Admin fee / account holder | $3,654 | $5,698-35.9% | $13,880-73.7% | $4,645-21.3% |