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 | $93,276 | $87,733+6.3% | $106,548-12.5% | $85,850+8.7% |
| Participation rate | 80.0% | 71.9%+8.1pp | 76.1%+3.9pp | 69.3%+10.7pp |
| Annual return | 13.42% | 21.86%-8.4pp | 26.80%-13.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,020 | $2,073-2.6% | $2,819-28.4% | $2,565-21.3% |
| Participant deferral / active EE | $4,754 | $3,469+37.0% | $4,398+8.1% | $3,952+20.3% |
| Admin fee / account holder | $10,484 | $6,767+54.9% | $7,407+41.5% | $6,260+67.5% |