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 | $52,925 | $72,012-26.5% | $185,823-71.5% | $79,858-33.7% |
| Participation rate | 74.1% | 65.8%+8.3pp | 78.0%-4.0pp | 69.6%+4.4pp |
| Annual return | 16.76% | 23.12%-6.4pp | 35.95%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,939 | $1,965-1.3% | $4,087-52.6% | $2,471-21.5% |
| Participant deferral / active EE | $4,705 | $3,779+24.5% | $5,632-16.5% | $3,740+25.8% |
| Admin fee / account holder | $3,013 | $4,513-33.2% | $9,500-68.3% | $5,306-43.2% |