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 | $72,963 | $58,828+24.0% | $77,999-6.5% | $62,891+16.0% |
| Participation rate | 74.2% | 71.1%+3.1pp | 75.5%-1.3pp | 69.3%+4.9pp |
| Annual return | 8.04% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $930 | $1,672-44.4% | $2,470-62.4% | $2,281-59.2% |
| Participant deferral / active EE | $4,111 | $2,686+53.1% | $3,497+17.6% | $3,203+28.4% |
| Admin fee / account holder | $1,515 | $4,393-65.5% | $5,480-72.4% | $4,296-64.7% |