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 | $78,450 | $77,634+1.1% | $156,549-49.9% | $62,891+24.7% |
| Participation rate | 76.1% | 71.2%+4.9pp | 84.0%-7.9pp | 69.3%+6.8pp |
| Annual return | 7.55% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,244 | $3,444-63.9% | $5,501-77.4% | $2,281-45.5% |
| Participant deferral / active EE | $1,905 | $3,045-37.4% | $4,871-60.9% | $3,203-40.5% |
| Admin fee / account holder | $15,565 | $5,561+179.9% | $13,027+19.5% | $4,296+262.4% |