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 | $76,121 | $52,380+45.3% | $98,755-22.9% | $85,850-11.3% |
| Participation rate | 88.4% | 58.0%+30.4pp | 65.7%+22.7pp | 69.3%+19.1pp |
| Annual return | 11.47% | 25.82%-14.4pp | 49.91%-38.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,004 | $1,337-24.9% | $2,067-51.4% | $2,565-60.8% |
| Participant deferral / active EE | $4,321 | $2,101+105.7% | $3,035+42.4% | $3,952+9.3% |
| Admin fee / account holder | $5,052 | $3,865+30.7% | $4,076+23.9% | $6,260-19.3% |