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 | $77,728 | $80,724-3.7% | $103,333-24.8% | $74,495+4.3% |
| Participation rate | 78.9% | 65.7%+13.2pp | 74.5%+4.4pp | 67.2%+11.7pp |
| Annual return | 11.53% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,259 | $3,157-60.1% | $3,868-67.4% | $2,623-52.0% |
| Participant deferral / active EE | $2,555 | $3,860-33.8% | $5,057-49.5% | $4,346-41.2% |
| Admin fee / account holder | $3,240 | $2,368+36.8% | $8,355-61.2% | $1,942+66.9% |