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 | $82,480 | $83,477-1.2% | $125,175-34.1% | $72,985+13.0% |
| Participation rate | 70.3% | 73.3%-3.0pp | 79.8%-9.5pp | 69.5%+0.8pp |
| Annual return | 33.98% | 25.78%+8.2pp | 43.79%-9.8pp | 81.00%-47.0pp |
| Employer contribution / active EE | $1,604 | $2,345-31.6% | $3,865-58.5% | $2,440-34.3% |
| Participant deferral / active EE | $3,715 | $3,585+3.6% | $4,937-24.8% | $3,607+3.0% |
| Admin fee / account holder | $1,430 | $5,517-74.1% | $9,702-85.3% | $5,124-72.1% |