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 | $77,187 | $56,054+37.7% | $171,082-54.9% | $62,891+22.7% |
| Participation rate | 87.1% | 62.9%+24.2pp | 76.7%+10.4pp | 69.3%+17.8pp |
| Annual return | 7.26% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,240 | $1,731-28.4% | $4,002-69.0% | $2,281-45.7% |
| Participant deferral / active EE | $2,933 | $3,158-7.1% | $4,797-38.9% | $3,203-8.4% |
| Admin fee / account holder | $2,888 | $3,647-20.8% | $8,520-66.1% | $4,296-32.8% |