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 | $77,721 | $46,869+65.8% | $122,332-36.5% | $70,131+10.8% |
| Participation rate | 70.2% | 58.2%+12.0pp | 71.6%-1.5pp | 69.5%+0.6pp |
| Annual return | 13.35% | 24.22%-10.9pp | 30.27%-16.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,530 | $1,288+18.8% | $4,050-62.2% | $2,342-34.7% |
| Participant deferral / active EE | $2,935 | $2,166+35.5% | $3,287-10.7% | $3,332-11.9% |
| Admin fee / account holder | $4,199 | $3,322+26.4% | $5,478-23.3% | $4,645-9.6% |