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 | $72,877 | $89,355-18.4% | $141,162-48.4% | $72,985-0.1% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 23.18% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,500 | $3,114-19.7% | $4,735-47.2% | $2,440+2.5% |
| Participant deferral / active EE | $7,283 | $5,418+34.4% | $6,709+8.6% | $3,607+101.9% |
| Admin fee / account holder | $2,674 | $5,958-55.1% | $10,261-73.9% | $5,124-47.8% |