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 | $78,755 | $48,046+63.9% | $84,611-6.9% | $72,985+7.9% |
| Participation rate | 83.1% | 57.6%+25.5pp | 68.2%+14.8pp | 69.5%+13.6pp |
| Annual return | 22.77% | 37.38%-14.6pp | 258.74%-236.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,827 | $1,602+14.1% | $2,652-31.1% | $2,440-25.1% |
| Participant deferral / active EE | $3,824 | $2,680+42.7% | $3,899-1.9% | $3,607+6.0% |
| Admin fee / account holder | $1,371 | $3,395-59.6% | $4,912-72.1% | $5,124-73.2% |