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 | $81,722 | $91,552-10.7% | $133,956-39.0% | $79,858+2.3% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.5pp | 69.6%+12.7pp |
| Annual return | 15.37% | 61.85%-46.5pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,344 | $2,384-43.6% | $3,919-65.7% | $2,471-45.6% |
| Participant deferral / active EE | $7,660 | $3,733+105.2% | $5,048+51.8% | $3,740+104.8% |
| Admin fee / account holder | $8,630 | $6,321+36.5% | $8,927-3.3% | $5,306+62.6% |