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 | $81,918 | $65,365+25.3% | $92,893-11.8% | $72,985+12.2% |
| Participation rate | 92.5% | 68.3%+24.1pp | 76.0%+16.4pp | 69.5%+23.0pp |
| Annual return | 20.27% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,347 | $2,594+29.0% | $3,653-8.4% | $2,440+37.2% |
| Participant deferral / active EE | $3,395 | $3,128+8.5% | $4,236-19.8% | $3,607-5.9% |
| Admin fee / account holder | $2,220 | $4,251-47.8% | $5,794-61.7% | $5,124-56.7% |