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 | $80,163 | $70,428+13.8% | $96,562-17.0% | $85,850-6.6% |
| Participation rate | 80.6% | 61.8%+18.8pp | 69.8%+10.8pp | 69.3%+11.3pp |
| Annual return | 21.33% | 18.59%+2.7pp | 37.78%-16.5pp | 318.53%-297.2pp |
| Employer contribution / active EE | $1,271 | $1,413-10.1% | $2,356-46.1% | $2,565-50.5% |
| Participant deferral / active EE | $3,574 | $2,894+23.5% | $3,849-7.2% | $3,952-9.6% |
| Admin fee / account holder | $1,484 | $4,997-70.3% | $6,181-76.0% | $6,260-76.3% |