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 | $64,232 | $67,823-5.3% | $52,425+22.5% | $137,256-53.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 12.36% | 219.11%-206.8pp | 302.12%-289.8pp | 220.34%-208.0pp |
| Employer contribution / active EE | $739 | $1,163-36.5% | $914-19.2% | $4,156-82.2% |
| Participant deferral / active EE | $1,085 | $2,288-52.6% | $1,790-39.4% | $6,407-83.1% |
| Admin fee / account holder | $928 | $2,844-67.4% | $2,495-62.8% | $12,270-92.4% |