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 | $67,691 | $65,041+4.1% | $90,951-25.6% | $79,858-15.2% |
| Participation rate | 87.2% | 61.6%+25.6pp | 69.0%+18.2pp | 69.6%+17.5pp |
| Annual return | 13.72% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,783 | $1,247+203.4% | $2,122+78.3% | $2,471+53.1% |
| Participant deferral / active EE | $2,360 | $2,512-6.1% | $3,373-30.0% | $3,740-36.9% |
| Admin fee / account holder | $1,716 | $4,536-62.2% | $5,959-71.2% | $5,306-67.7% |