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 | $78,691 | $78,422+0.3% | $95,952-18.0% | $79,858-1.5% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 22.60% | 19.37%+3.2pp | 91.61%-69.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,320 | $1,945-32.2% | $2,541-48.1% | $2,471-46.6% |
| Participant deferral / active EE | $3,204 | $3,440-6.9% | $4,167-23.1% | $3,740-14.3% |
| Admin fee / account holder | $2,934 | $5,622-47.8% | $6,795-56.8% | $5,306-44.7% |