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 | $80,790 | $47,944+68.5% | $67,834+19.1% | $62,891+28.5% |
| Participation rate | 78.2% | 61.1%+17.1pp | 68.8%+9.4pp | 69.3%+8.9pp |
| Annual return | 8.73% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,696 | $1,562+8.6% | $2,403-29.4% | $2,281-25.6% |
| Participant deferral / active EE | $5,989 | $2,247+166.6% | $3,160+89.5% | $3,203+87.0% |
| Admin fee / account holder | $1,100 | $3,712-70.4% | $4,622-76.2% | $4,296-74.4% |