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 | $85,526 | $46,869+82.5% | $122,332-30.1% | $70,131+22.0% |
| Participation rate | 78.6% | 58.2%+20.4pp | 71.6%+6.9pp | 69.5%+9.0pp |
| Annual return | 21.24% | 24.22%-3.0pp | 30.27%-9.0pp | 73.14%-51.9pp |
| Employer contribution / active EE | $583 | $1,288-54.8% | $4,050-85.6% | $2,342-75.1% |
| Participant deferral / active EE | $1,512 | $2,166-30.2% | $3,287-54.0% | $3,332-54.6% |
| Admin fee / account holder | $2,103 | $3,322-36.7% | $5,478-61.6% | $4,645-54.7% |