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 | $80,560 | $77,634+3.8% | $156,549-48.5% | $62,891+28.1% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 9.24% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,266 | $3,444-34.2% | $5,501-58.8% | $2,281-0.6% |
| Participant deferral / active EE | $2,426 | $3,045-20.4% | $4,871-50.2% | $3,203-24.3% |
| Admin fee / account holder | $1,086 | $5,561-80.5% | $13,027-91.7% | $4,296-74.7% |