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 | $92,942 | $78,672+18.1% | $109,143-14.8% | $85,850+8.3% |
| Participation rate | 77.0% | 68.3%+8.8pp | 75.9%+1.2pp | 69.3%+7.7pp |
| Annual return | 12.74% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,832 | $2,735-33.0% | $3,722-50.8% | $2,565-28.6% |
| Participant deferral / active EE | $3,952 | $3,467+14.0% | $4,653-15.1% | $3,9520% |
| Admin fee / account holder | $5,055 | $5,469-7.6% | $6,752-25.1% | $6,260-19.2% |