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 | $77,278 | $77,634-0.5% | $156,549-50.6% | $62,891+22.9% |
| Participation rate | 82.1% | 71.2%+10.9pp | 84.0%-1.9pp | 69.3%+12.8pp |
| Annual return | 6.29% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,614 | $3,444-53.1% | $5,501-70.7% | $2,281-29.3% |
| Participant deferral / active EE | $3,819 | $3,045+25.4% | $4,871-21.6% | $3,203+19.2% |
| Admin fee / account holder | $4,782 | $5,561-14.0% | $13,027-63.3% | $4,296+11.3% |