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 | $77,246 | $76,552+0.9% | $123,892-37.7% | $62,891+22.8% |
| Participation rate | 89.1% | 73.0%+16.1pp | 81.4%+7.7pp | 69.3%+19.8pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,401 | $2,883-16.7% | $4,617-48.0% | $2,281+5.3% |
| Participant deferral / active EE | $5,002 | $4,840+3.4% | $5,984-16.4% | $3,203+56.2% |
| Admin fee / account holder | $9,731 | $4,826+101.7% | $8,357+16.4% | $4,296+126.5% |