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 | $81,913 | $89,753-8.7% | $107,525-23.8% | $84,808-3.4% |
| Participation rate | 81.0% | 68.1%+12.9pp | 75.1%+5.9pp | 68.3%+12.6pp |
| Annual return | 15.18% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,907 | $3,113-6.6% | $3,754-22.5% | $2,631+10.5% |
| Participant deferral / active EE | $1,818 | $4,056-55.2% | $5,116-64.5% | $4,212-56.8% |
| Admin fee / account holder | $5,355 | $7,222-25.8% | $8,919-40.0% | $7,344-27.1% |