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 | $80,638 | $63,764+26.5% | $81,930-1.6% | $79,858+1.0% |
| Participation rate | 90.2% | 67.5%+22.7pp | 72.0%+18.2pp | 69.6%+20.6pp |
| Annual return | 13.67% | 22.66%-9.0pp | 29.49%-15.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $696 | $1,795-61.2% | $4,310-83.8% | $2,471-71.8% |
| Participant deferral / active EE | $3,548 | $2,780+27.6% | $7,107-50.1% | $3,740-5.1% |
| Admin fee / account holder | $7,149 | $4,426+61.5% | $5,158+38.6% | $5,306+34.7% |