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 | $82,156 | $80,968+1.5% | $96,544-14.9% | $75,163+9.3% |
| Participation rate | 76.8% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.6pp |
| Annual return | 13.77% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $733 | $2,282-67.9% | $2,965-75.3% | $2,670-72.6% |
| Participant deferral / active EE | $3,210 | $3,928-18.3% | $4,851-33.8% | $4,125-22.2% |
| Admin fee / account holder | $2,584 | $6,724-61.6% | $8,252-68.7% | $5,651-54.3% |