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 | $90,826 | $81,460+11.5% | $103,333-12.1% | $80,856+12.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 74.5%+22.3pp | 67.6%+29.2pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,933 | $3,105-5.5% | $3,868-24.2% | $2,755+6.5% |
| Participant deferral / active EE | $1,994 | $3,869-48.4% | $5,057-60.6% | $4,296-53.6% |
| Admin fee / account holder | $11,390 | $6,566+73.5% | $8,355+36.3% | $6,918+64.6% |