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 | $79,034 | $67,606+16.9% | $82,313-4.0% | $70,131+12.7% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 16.09% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,148 | $1,755-34.6% | $2,428-52.7% | $2,342-51.0% |
| Participant deferral / active EE | $5,112 | $2,987+71.1% | $3,706+37.9% | $3,332+53.4% |
| Admin fee / account holder | $1,826 | $4,512-59.5% | $5,608-67.4% | $4,645-60.7% |