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 | $87,674 | $46,869+87.1% | $122,332-28.3% | $70,131+25.0% |
| Participation rate | 81.3% | 58.2%+23.1pp | 71.6%+9.6pp | 69.5%+11.7pp |
| Annual return | 18.76% | 24.22%-5.5pp | 30.27%-11.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $4,049 | $1,288+214.4% | $4,0500% | $2,342+72.8% |
| Participant deferral / active EE | $4,147 | $2,166+91.4% | $3,287+26.2% | $3,332+24.5% |
| Admin fee / account holder | $1,367 | $3,322-58.8% | $5,478-75.0% | $4,645-70.6% |