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 | $80,183 | $86,891-7.7% | $142,449-43.7% | $75,163+6.7% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.8%+14.1pp | 67.2%+23.7pp |
| Annual return | 13.45% | 23.31%-9.9pp | 19.99%-6.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,838 | $3,355-15.4% | $4,847-41.5% | $2,670+6.3% |
| Participant deferral / active EE | $7,171 | $4,938+45.2% | $6,283+14.1% | $4,125+73.8% |
| Admin fee / account holder | $35,932 | $7,299+392.3% | $10,011+258.9% | $5,651+535.9% |