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 | $84,427 | $61,272+37.8% | $149,673-43.6% | $71,457+18.2% |
| Participation rate | 78.2% | 62.5%+15.7pp | 78.8%-0.5pp | 67.9%+10.3pp |
| Annual return | 22.18% | 35.85%-13.7pp | 134.42%-112.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,038 | $2,378-14.3% | $4,818-57.7% | $2,588-21.2% |
| Participant deferral / active EE | $3,925 | $2,917+34.5% | $5,680-30.9% | $4,289-8.5% |
| Admin fee / account holder | $3,777 | $1,261+199.4% | $13,210-71.4% | $1,587+137.9% |