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 | $78,971 | $67,606+16.8% | $82,313-4.1% | $70,131+12.6% |
| Participation rate | 82.7% | 72.8%+9.9pp | 76.9%+5.8pp | 69.5%+13.1pp |
| Annual return | 13.80% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $955 | $1,755-45.6% | $2,428-60.7% | $2,342-59.2% |
| Participant deferral / active EE | $3,469 | $2,987+16.1% | $3,706-6.4% | $3,332+4.1% |
| Admin fee / account holder | $24,031 | $4,512+432.6% | $5,608+328.5% | $4,645+417.3% |