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 | $94,687 | $51,175+85.0% | $70,515+34.3% | $75,163+26.0% |
| Participation rate | 75.0% | 60.9%+14.1pp | 68.3%+6.7pp | 67.2%+7.8pp |
| Annual return | 16.39% | 30.02%-13.6pp | 32.77%-16.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,459 | $1,826-20.1% | $2,973-50.9% | $2,670-45.4% |
| Participant deferral / active EE | $3,317 | $2,849+16.4% | $4,567-27.4% | $4,125-19.6% |
| Admin fee / account holder | $1,044 | $4,091-74.5% | $6,412-83.7% | $5,651-81.5% |