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 | $51,175 | $58,512-12.5% | $84,015-39.1% | $72,985-29.9% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 20.71% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,643 | $1,163+41.3% | $1,983-17.2% | $2,440-32.7% |
| Participant deferral / active EE | $3,133 | $2,394+30.9% | $3,239-3.3% | $3,607-13.1% |
| Admin fee / account holder | $9,630 | $4,569+110.8% | $6,101+57.8% | $5,124+87.9% |