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 | $71,016 | $58,828+20.7% | $77,999-9.0% | $62,891+12.9% |
| Participation rate | 73.4% | 71.1%+2.4pp | 75.5%-2.1pp | 69.3%+4.1pp |
| Annual return | 6.70% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,432 | $1,672-14.3% | $2,470-42.0% | $2,281-37.2% |
| Participant deferral / active EE | $3,513 | $2,686+30.8% | $3,497+0.5% | $3,203+9.7% |
| Admin fee / account holder | $3,592 | $4,393-18.2% | $5,480-34.5% | $4,296-16.4% |