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 | $87,198 | $64,324+35.6% | $118,925-26.7% | $79,858+9.2% |
| Participation rate | 73.0% | 64.9%+8.1pp | 75.4%-2.4pp | 69.6%+3.3pp |
| Annual return | 12.69% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $779 | $1,836-57.6% | $3,263-76.1% | $2,471-68.5% |
| Participant deferral / active EE | $2,937 | $2,824+4.0% | $4,265-31.1% | $3,740-21.5% |
| Admin fee / account holder | $2,959 | $4,040-26.8% | $6,581-55.0% | $5,306-44.2% |