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 | $79,055 | $48,076+64.4% | $78,689+0.5% | $62,891+25.7% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.6%+4.2pp | 69.3%+8.5pp |
| Annual return | 5.13% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,128 | $2,015-44.0% | $2,851-60.4% | $2,281-50.5% |
| Participant deferral / active EE | $1,237 | $2,588-52.2% | $3,517-64.8% | $3,203-61.4% |
| Admin fee / account holder | $13,765 | $3,207+329.2% | $4,510+205.2% | $4,296+220.5% |