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 | $95,965 | $80,717+18.9% | $154,803-38.0% | $84,808+13.2% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.9pp | 68.3%+15.6pp |
| Annual return | 14.68% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,080 | $2,761-60.9% | $4,305-74.9% | $2,631-59.0% |
| Participant deferral / active EE | $6,077 | $3,303+84.0% | $5,540+9.7% | $4,212+44.3% |
| Admin fee / account holder | $4,008 | $6,746-40.6% | $14,329-72.0% | $7,344-45.4% |