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 | $86,348 | $89,355-3.4% | $141,162-38.8% | $72,985+18.3% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 21.36% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,205 | $3,114-29.2% | $4,735-53.4% | $2,440-9.6% |
| Participant deferral / active EE | $3,980 | $5,418-26.5% | $6,709-40.7% | $3,607+10.3% |
| Admin fee / account holder | $6,187 | $5,958+3.8% | $10,261-39.7% | $5,124+20.7% |