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 | $89,245 | $65,365+36.5% | $92,893-3.9% | $72,985+22.3% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 23.14% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,366 | $2,594-47.4% | $3,653-62.6% | $2,440-44.0% |
| Participant deferral / active EE | $3,777 | $3,128+20.7% | $4,236-10.8% | $3,607+4.7% |
| Admin fee / account holder | $1,213 | $4,251-71.5% | $5,794-79.1% | $5,124-76.3% |