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 | $87,922 | $99,985-12.1% | $146,665-40.1% | $85,850+2.4% |
| Participation rate | 80.9% | 73.1%+7.8pp | 80.1%+0.8pp | 69.3%+11.5pp |
| Annual return | 22.33% | 18.93%+3.4pp | 22.74%-0.4pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,200 | $2,559-53.1% | $4,136-71.0% | $2,565-53.2% |
| Participant deferral / active EE | $3,512 | $4,006-12.3% | $5,506-36.2% | $3,952-11.1% |
| Admin fee / account holder | $1,781 | $7,702-76.9% | $10,280-82.7% | $6,260-71.6% |