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 | $76,811 | $89,355-14.0% | $141,162-45.6% | $72,985+5.2% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 23.62% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,992 | $3,114-3.9% | $4,735-36.8% | $2,440+22.6% |
| Participant deferral / active EE | $9,327 | $5,418+72.2% | $6,709+39.0% | $3,607+158.6% |
| Admin fee / account holder | $4,981 | $5,958-16.4% | $10,261-51.5% | $5,124-2.8% |