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 | $85,525 | $91,190-6.2% | $178,490-52.1% | $79,858+7.1% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 18.65% | 24.19%-5.5pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,138 | $3,256-34.3% | $5,011-57.3% | $2,471-13.5% |
| Participant deferral / active EE | $4,572 | $3,236+41.3% | $5,202-12.1% | $3,740+22.2% |
| Admin fee / account holder | $7,484 | $6,751+10.9% | $13,984-46.5% | $5,306+41.0% |