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 | $116,880 | $80,717+44.8% | $154,803-24.5% | $84,808+37.8% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-0.9pp | 68.3%+8.8pp |
| Annual return | 14.63% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,211 | $2,761-56.1% | $4,305-71.9% | $2,631-54.0% |
| Participant deferral / active EE | $4,030 | $3,303+22.0% | $5,540-27.3% | $4,212-4.3% |
| Admin fee / account holder | $2,929 | $6,746-56.6% | $14,329-79.6% | $7,344-60.1% |