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 | $66,093 | $48,076+37.5% | $78,689-16.0% | $62,891+5.1% |
| Participation rate | 71.9% | 65.2%+6.7pp | 73.6%-1.7pp | 69.3%+2.6pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,027 | $2,015-49.0% | $2,851-64.0% | $2,281-55.0% |
| Participant deferral / active EE | $2,215 | $2,588-14.4% | $3,517-37.0% | $3,203-30.8% |
| Admin fee / account holder | $1,951 | $3,207-39.2% | $4,510-56.7% | $4,296-54.6% |