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 | $63,520 | $58,828+8.0% | $77,999-18.6% | $62,891+1.0% |
| Participation rate | 78.3% | 71.1%+7.3pp | 75.5%+2.8pp | 69.3%+9.0pp |
| Annual return | 8.97% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,336 | $1,672-20.1% | $2,470-45.9% | $2,281-41.4% |
| Participant deferral / active EE | $3,075 | $2,686+14.5% | $3,497-12.0% | $3,203-4.0% |
| Admin fee / account holder | $6,317 | $4,393+43.8% | $5,480+15.3% | $4,296+47.1% |