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 | $77,146 | $98,750-21.9% | $149,696-48.5% | $79,858-3.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | 16.10% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,763 | $3,216-45.2% | $4,644-62.0% | $2,471-28.7% |
| Participant deferral / active EE | $5,593 | $5,680-1.5% | $6,842-18.2% | $3,740+49.6% |
| Admin fee / account holder | $1,757 | $6,053-71.0% | $9,309-81.1% | $5,306-66.9% |