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 | $81,805 | $89,355-8.4% | $141,162-42.0% | $72,985+12.1% |
| Participation rate | 82.9% | 75.1%+7.7pp | 82.5%+0.4pp | 69.5%+13.4pp |
| Annual return | 23.00% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $662 | $3,114-78.7% | $4,735-86.0% | $2,440-72.9% |
| Participant deferral / active EE | $8,487 | $5,418+56.6% | $6,709+26.5% | $3,607+135.3% |
| Admin fee / account holder | $8,984 | $5,958+50.8% | $10,261-12.4% | $5,124+75.3% |