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 | $89,066 | $62,672+42.1% | $185,117-51.9% | $70,131+27.0% |
| Participation rate | 77.0% | 63.8%+13.2pp | 77.3%-0.3pp | 69.5%+7.5pp |
| Annual return | 18.88% | 40.79%-21.9pp | 40.50%-21.6pp | 73.14%-54.3pp |
| Employer contribution / active EE | $623 | $1,753-64.5% | $4,182-85.1% | $2,342-73.4% |
| Participant deferral / active EE | $5,275 | $3,272+61.2% | $5,045+4.6% | $3,332+58.3% |
| Admin fee / account holder | $5,562 | $3,932+41.5% | $8,159-31.8% | $4,645+19.7% |