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 | $81,956 | $85,766-4.4% | $136,294-39.9% | $70,131+16.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 18.16% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $977 | $2,966-67.1% | $4,695-79.2% | $2,342-58.3% |
| Participant deferral / active EE | $3,702 | $5,051-26.7% | $6,247-40.7% | $3,332+11.1% |
| Admin fee / account holder | $1,286 | $5,420-76.3% | $9,243-86.1% | $4,645-72.3% |