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 | $61,413 | $48,046+27.8% | $84,611-27.4% | $72,985-15.9% |
| Participation rate | 82.7% | 57.6%+25.1pp | 68.2%+14.5pp | 69.5%+13.2pp |
| Annual return | 24.70% | 37.38%-12.7pp | 258.74%-234.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $555 | $1,602-65.3% | $2,652-79.1% | $2,440-77.3% |
| Participant deferral / active EE | $4,371 | $2,680+63.1% | $3,899+12.1% | $3,607+21.2% |
| Admin fee / account holder | $4,395 | $3,395+29.5% | $4,912-10.5% | $5,124-14.2% |