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 | $64,280 | $56,277+14.2% | $80,975-20.6% | $62,891+2.2% |
| Participation rate | 72.7% | 69.0%+3.8pp | 75.8%-3.1pp | 69.3%+3.4pp |
| Annual return | 13.98% | 22.12%-8.1pp | 17.10%-3.1pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,276 | $1,943-34.3% | $3,714-65.7% | $2,281-44.1% |
| Participant deferral / active EE | $6,114 | $4,195+45.8% | $5,696+7.3% | $3,203+90.9% |
| Admin fee / account holder | $1,886 | $3,741-49.6% | $5,516-65.8% | $4,296-56.1% |