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 | $64,230 | $58,512+9.8% | $84,015-23.5% | $72,985-12.0% |
| Participation rate | 92.5% | 61.2%+31.2pp | 69.0%+23.5pp | 69.5%+23.0pp |
| Annual return | 22.04% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,218 | $1,163+4.8% | $1,983-38.6% | $2,440-50.1% |
| Participant deferral / active EE | $3,839 | $2,394+60.4% | $3,239+18.5% | $3,607+6.4% |
| Admin fee / account holder | $4,951 | $4,569+8.4% | $6,101-18.8% | $5,124-3.4% |