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 | $77,147 | $77,634-0.6% | $156,549-50.7% | $62,891+22.7% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 7.83% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,856 | $3,444-46.1% | $5,501-66.3% | $2,281-18.6% |
| Participant deferral / active EE | $4,162 | $3,045+36.6% | $4,871-14.6% | $3,203+29.9% |
| Admin fee / account holder | $2,112 | $5,561-62.0% | $13,027-83.8% | $4,296-50.8% |