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 | $123,461 | $91,037+35.6% | $71,671+72.3% | $147,584-16.3% |
| Participation rate | 70.0% | 76.1%-6.1pp | 68.7%+1.3pp | 82.8%-12.8pp |
| Annual return | 11.28% | 20.48%-9.2pp | 20.65%-9.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,785 | $3,327-46.3% | $2,460-27.4% | $4,876-63.4% |
| Participant deferral / active EE | $3,816 | $4,498-15.2% | $3,438+11.0% | $5,439-29.8% |
| Admin fee / account holder | $5,997 | $8,613-30.4% | $5,558+7.9% | $10,885-44.9% |