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 | $86,055 | $89,355-3.7% | $141,162-39.0% | $72,985+17.9% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 20.66% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,843 | $3,114-8.7% | $4,735-40.0% | $2,440+16.5% |
| Participant deferral / active EE | $10,312 | $5,418+90.3% | $6,709+53.7% | $3,607+185.9% |
| Admin fee / account holder | $10,634 | $5,958+78.5% | $10,261+3.6% | $5,124+107.5% |