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 | $77,206 | $54,541+41.6% | $78,778-2.0% | $70,131+10.1% |
| Participation rate | 84.2% | 60.8%+23.4pp | 69.2%+15.0pp | 69.5%+14.7pp |
| Annual return | 12.56% | 21.07%-8.5pp | 35.62%-23.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,110 | $1,089+1.9% | $1,986-44.1% | $2,342-52.6% |
| Participant deferral / active EE | $2,835 | $2,210+28.3% | $2,958-4.2% | $3,332-14.9% |
| Admin fee / account holder | $21,882 | $3,709+490.0% | $5,134+326.2% | $4,645+371.1% |