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 | $82,012 | $65,365+25.5% | $92,893-11.7% | $72,985+12.4% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 19.27% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $903 | $2,594-65.2% | $3,653-75.3% | $2,440-63.0% |
| Participant deferral / active EE | $4,005 | $3,128+28.0% | $4,236-5.4% | $3,607+11.0% |
| Admin fee / account holder | $1,656 | $4,251-61.0% | $5,794-71.4% | $5,124-67.7% |