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 | $60,381 | $56,054+7.7% | $171,082-64.7% | $62,891-4.0% |
| Participation rate | 78.3% | 62.9%+15.4pp | 76.7%+1.6pp | 69.3%+9.0pp |
| Annual return | 10.34% | 22.52%-12.2pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,856 | $1,731+65.0% | $4,002-28.6% | $2,281+25.2% |
| Participant deferral / active EE | $7,605 | $3,158+140.8% | $4,797+58.5% | $3,203+137.5% |
| Admin fee / account holder | $2,549 | $3,647-30.1% | $8,520-70.1% | $4,296-40.7% |