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 | $80,975 | $54,705+48.0% | $71,209+13.7% | $84,808-4.5% |
| Participation rate | 81.3% | 64.1%+17.2pp | 73.8%+7.5pp | 68.3%+12.9pp |
| Annual return | 15.86% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,330 | $2,158+8.0% | $2,721-14.4% | $2,631-11.4% |
| Participant deferral / active EE | $3,270 | $3,030+7.9% | $4,175-21.7% | $4,212-22.4% |
| Admin fee / account holder | $17,525 | $4,863+260.3% | $5,349+227.7% | $7,344+138.6% |