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 | $87,535 | $78,705+11.2% | $117,854-25.7% | $70,131+24.8% |
| Participation rate | 84.4% | 73.2%+11.2pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 14.70% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,726 | $2,223-22.4% | $3,786-54.4% | $2,342-26.3% |
| Participant deferral / active EE | $4,344 | $3,297+31.7% | $4,482-3.1% | $3,332+30.4% |
| Admin fee / account holder | $2,107 | $5,065-58.4% | $8,020-73.7% | $4,645-54.6% |