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 | $81,328 | $67,411+20.6% | $91,001-10.6% | $70,131+16.0% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 18.08% | -40.16%+58.2pp | 4.60%+13.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,535 | $1,786-14.1% | $2,456-37.5% | $2,342-34.5% |
| Participant deferral / active EE | $3,705 | $2,823+31.3% | $3,547+4.5% | $3,332+11.2% |
| Admin fee / account holder | $864 | $4,236-79.6% | $5,417-84.1% | $4,645-81.4% |