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 | $69,803 | $58,828+18.7% | $77,999-10.5% | $62,891+11.0% |
| Participation rate | 80.6% | 71.1%+9.5pp | 75.5%+5.0pp | 69.3%+11.2pp |
| Annual return | 6.69% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,265 | $1,672-24.3% | $2,470-48.8% | $2,281-44.5% |
| Participant deferral / active EE | $3,008 | $2,686+12.0% | $3,497-14.0% | $3,203-6.1% |
| Admin fee / account holder | $3,474 | $4,393-20.9% | $5,480-36.6% | $4,296-19.1% |