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 | $77,212 | $45,035+71.4% | $62,995+22.6% | $70,131+10.1% |
| Participation rate | 91.1% | 69.5%+21.5pp | 74.8%+16.3pp | 69.5%+21.5pp |
| Annual return | 13.06% | 18.76%-5.7pp | 87.57%-74.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $912 | $2,051-55.5% | $2,759-66.9% | $2,342-61.1% |
| Participant deferral / active EE | $1,715 | $2,465-30.4% | $3,329-48.5% | $3,332-48.5% |
| Admin fee / account holder | $327 | $2,834-88.5% | $3,600-90.9% | $4,645-93.0% |