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 | $61,842 | $91,552-32.5% | $133,956-53.8% | $79,858-22.6% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 13.32% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,812 | $2,384-24.0% | $3,919-53.8% | $2,471-26.7% |
| Participant deferral / active EE | $3,900 | $3,733+4.5% | $5,048-22.7% | $3,740+4.3% |
| Admin fee / account holder | $4,715 | $6,321-25.4% | $8,927-47.2% | $5,306-11.1% |