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 | $80,989 | $58,851+37.6% | $115,157-29.7% | $72,985+11.0% |
| Participation rate | 70.6% | 65.5%+5.0pp | 75.9%-5.3pp | 69.5%+1.1pp |
| Annual return | 23.61% | 23.16%+0.4pp | 35.60%-12.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,233 | $1,798+24.2% | $3,179-29.8% | $2,440-8.5% |
| Participant deferral / active EE | $4,379 | $2,643+65.7% | $4,168+5.1% | $3,607+21.4% |
| Admin fee / account holder | $1,857 | $6,370-70.8% | $7,088-73.8% | $5,124-63.8% |